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Gabelli Equity Trust shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $82k 15k 5.43
2023-12-31 $76k 15k 5.08
2023-09-30 $77k 15k 5.13
2023-06-30 $87k 15k 5.80
2023-03-31 $86k 15k 5.74

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive 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