Kellett Wealth Advisors, LLC - GABELLI UTIL TR ownership

GABELLI UTIL TR's ticker is GUT and the CUSIP is 36240A101. A total of 72 filers reported holding GABELLI UTIL TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of GABELLI UTIL TR
ValueSharesWeighting
Q2 2023$215,007
-5.2%
31,7120.0%0.20%
-10.6%
Q1 2023$226,741
-10.9%
31,712
-6.4%
0.22%
-11.7%
Q4 2022$254,431
+10.1%
33,8790.0%0.25%
-12.1%
Q3 2022$231,000
-22.7%
33,879
-22.9%
0.28%
-27.2%
Q2 2022$299,000
-18.8%
43,938
-14.7%
0.39%
+32.6%
Q1 2022$368,000
-11.5%
51,538
+2.0%
0.29%
-8.5%
Q4 2021$416,00050,5380.32%
Other shareholders
GABELLI UTIL TR shareholders Q3 2022
NameSharesValueWeighting ↓
MAS Advisors LLC 99,887$529,4010.76%
Riverview Trust Co 50,954$270,0560.24%
Balboa Wealth Partners 94,865$502,7850.19%
Coco Enterprises, LLC 39,392$208,7780.17%
Wealth Quarterback LLC 35,694$189,1790.16%
Leverty Financial Group, LLC 31,267$165,7150.12%
CASCADE INVESTMENT GROUP, INC. 17,716$93,8950.09%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 94,197$576,4830.08%
RETIREMENT FINANCIAL SOLUTIONS, LLC 17,250$91,4270.06%
BNC WEALTH MANAGEMENT, LLC 18,867$99,9960.05%
View complete list of GABELLI UTIL TR shareholders