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Gabelli Equity Trust shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $84k 15k 5.52

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Gabelli Equity Trust

Commonwealth Equity Services
Morgan Stanley
LPL Financial
Philadelphia Trust Company
Cohen & Steers Capital Management
Bank of America Corporation
Landscape Capital Management
Royal Bank of Canada
Live Oak Private Wealth
Marks Group Wealth Management
Creative Planning
Cetera Investment Advisers
Shaker Financial Services
Scotia Capital
Wells Fargo & Company

View all funds holding Gabelli Equity Trust