Gabelli Utility Trust shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Gabelli Utility Trust (GUT) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Gabelli Utility Trust
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Quarterly reported holdings in Gabelli Utility Trust by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $127k | 23k | 5.55 |
| 2023-12-31 | $142k | 26k | 5.42 |
| 2023-06-30 | $215k | 32k | 6.78 |
| 2023-03-31 | $227k | 32k | 7.15 |
| 2022-12-31 | $254k | 34k | 7.51 |
| 2022-09-30 | $231k | 34k | 6.82 |
| 2022-06-30 | $299k | 44k | 6.81 |
| 2022-03-31 | $368k | 52k | 7.14 |
| 2021-12-31 | $416k | 51k | 8.23 |
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