Kovitz Investment Group Partners, LLC Guggenheim Active Allocation Fund Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 157,875 shares of GUG stock, worth $2.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
157,875
Previous 157,875 -0.0%
Holding current value
$2.27 Million
Previous $2.35 Million -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$14.87 - $16.49 $1.32 Million - $1.46 Million
88,456 Added 127.42%
157,875 $2.35 Million
Q3 2024

Nov 14, 2024
BUY
$15.15 - $16.65 $1.05 Million - $1.16 Million
69,419 New
69,419 $1.15 Million

Others Institutions Holding GUG

# of Institutions
60
Shares Held
9.66M
Call Options Held
0
Put Options Held
0
View Full List

About Guggenheim Active Allocation Fund

GUG Quotes by TradingView
  • Ticker GUG
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about GUG
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