Kozak & Associates, Inc. Guggenheim Strategic Opportunities Fund Transaction History
Kozak & Associates, Inc.
- $500 Million
- Q4 2025
A detailed history of Kozak & Associates, Inc. transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Kozak & Associates, Inc. holds 1,239 shares of GOF stock, worth $15,995. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,239
Previous 1,204
2.91%
Holding current value
$15,995
Previous $18,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding GOF
# of Institutions
202Shares Held
33.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.16MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$31 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ2.27MShares$29.3 Million2.55% of portfolio
-
Ubs Group Ag1.58MShares$20.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.2MShares$15.5 Million0.02% 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...