9258 Wealth Management, LLC Guggenheim Strategic Opportunities Fund Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 21,930 shares of GOF stock, worth $343,862. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,930
Previous 21,930
-0.0%
Holding current value
$343,862
Previous $314,000
3.82%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding GOF
# of Institutions
160Shares Held
24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.14MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.33MShares$20.8 Million0.01% of portfolio
-
Ubs Group Ag1.17MShares$18.3 Million0.0% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.07MShares$16.8 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6776KShares$12.2 Million0.0% of portfolio
About GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
- Ticker GOF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and thr...