Fsa Wealth Management LLC Guggenheim Strategic Opportunities Fund Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 2024
A detailed history of Fsa Wealth Management LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Fsa Wealth Management LLC holds 4,676 shares of GOF stock, worth $73,272. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,676
Previous 4,495
4.03%
Holding current value
$73,272
Previous $58,000
13.79%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding GOF
# of Institutions
159Shares Held
23.9MCall 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...