Arete Wealth Advisors, LLC Guggenheim Active Allocation Fund Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 15,529 shares of GUG stock, worth $235,730. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,529
Previous 15,220
2.03%
Holding current value
$235,730
Previous $252,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding GUG
# of Institutions
60Shares Held
9.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.41MShares$36.6 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.4 Million0.12% of portfolio
-
Cohen & Steers, Inc. New York, NY786KShares$11.9 Million0.02% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI736KShares$11.2 Million0.02% of portfolio
-
Advisors Asset Management, Inc. Monument, CO595KShares$9.03 Million0.17% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs