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THE GDL FUND Closed-End fund shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of THE GDL FUND Closed-End fund (GDL) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in THE GDL FUND Closed-End fund

Tip: Access up to 7 years of quarterly data

All positions including THE GDL FUND Closed-End fund held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in THE GDL FUND Closed-End fund by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0k 750 8.04
2023-09-30 $2.9k 375 7.75

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Gold Tr Gold Shs (GLD)
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Short Treas Bd (SHV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Extended Dur (EDV)
Agf Invts Tr Us Market Netrl (BTAL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Hca Holdings (HCA)
Visa Com Cl A (V)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Fortis Group Advisors

Top funds holding THE GDL FUND Closed-End fund

Relative Value Partners
Zazove Associates
Bank of America Corporation
Cornerstone Advisors
Ancora Advisors
CSS
Park Avenue Securities
National Asset Management
Wells Fargo & Company
Private Advisor
Raymond James & Associates
Integrated Capital Management
Blue Bell Private Wealth Management
Advisor Group Holdings
UBS Group

View all funds holding THE GDL FUND Closed-End fund