U.S. Capital Wealth Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 26,723 shares of GOF stock, worth $344,993. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,723
Previous 19,323
38.3%
Holding current value
$344,993
Previous $287,000
39.37%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding GOF
# of Institutions
205Shares Held
33.3MCall 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...