High Net Worth Advisory Group LLC Guggenheim Active Allocation Fund Transaction History
High Net Worth Advisory Group LLC
- $400 Million
- Q4 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 12,373 shares of GUG stock, worth $187,698. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,373Holding current value
$187,698% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding GUG
# of Institutions
58Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.78MShares$42.1 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.4 Million0.11% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ898KShares$13.6 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO895KShares$13.6 Million0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY748KShares$11.3 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs