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Gabelli Equity Trust shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $442k 85k 5.21
2023-12-31 $453k 89k 5.08

More positions owned by Evernest Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

Top funds holding Gabelli Equity Trust

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

View all funds holding Gabelli Equity Trust