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Gabelli Utility Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Gabelli Utility Trust (GUT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Gabelli Utility Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Utility Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Utility Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $62k 12k 5.03

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Top funds holding Gabelli Utility Trust

Commonwealth Equity Services
LPL Financial
Morgan Stanley
Cambridge Investment Research Advisors
GAMCO Asset Management
Advisor Group Holdings
Virtue Capital Management
Janney Montgomery Scott
Raymond James Financial
Cetera Investment Advisers
Balboa Wealth Partners
J.w. Cole Advisors
International Assets Investment Management
Steward Partners Investment Advisory
MAS Advisors

View all funds holding Gabelli Utility Trust