Sugarloaf Wealth Management »

Gabelli Dividend & Income Trust shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Gabelli Dividend & Income Trust (GDV) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Gabelli Dividend & Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Dividend & Income Trust held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Gabelli Dividend & Income Trust by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 973 21.64

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding Gabelli Dividend & Income Trust

Wells Fargo & Company
Cornerstone Advisors
Bank of America Corporation
Saba Capital Management
Raymond James & Associates
Allspring Global Investments Holdings
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisors Asset Management
CNH Partners
Logan Stone Capital
Steward Partners Investment Advisory
Stifel Financial
Shaker Financial Services
Rpo

View all funds holding Gabelli Dividend & Income Trust