Disciplined Investments, LLC Guggenheim Strategic Opportunities Fund Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Disciplined Investments, LLC holds 26,500 shares of GOF stock, worth $403,860. This represents 0.21% of its overall portfolio holdings.
Number of Shares
26,500
Previous 20,000
32.5%
Holding current value
$403,860
Previous $298,000
39.93%
% of portfolio
0.21%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding GOF
# of Institutions
162Shares Held
24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.31MShares$111 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$24.3 Million0.01% of portfolio
-
Ubs Group Ag1.21MShares$18.4 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6807KShares$12.3 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ721KShares$11 Million1.05% 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...