Montz Harcus Wealth Management LLC Gabelli Equity Trust Inc Transaction History
Montz Harcus Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Gabelli Equity Trust Inc stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 14,693 shares of GAB stock, worth $79,636. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,693
Previous 14,307
2.7%
Holding current value
$79,636
Previous $74,000
8.11%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding GAB
# of Institutions
199Shares Held
25.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.74MShares$14.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.34MShares$12.7 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL2.3MShares$12.5 Million1.14% of portfolio
-
Commonwealth Equity Services, LLC1.89MShares$10.3 Million0.02% of portfolio
-
Philadelphia Trust CO Philadelphia, PA1.21MShares$6.56 Million0.48% of portfolio
About GABELLI EQUITY TRUST INC
- Ticker GAB
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- The Gabelli Equity Trust Inc. is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in preferred stock, convertible or exchangeable ...