Strategic Financial Concepts, LLC Guggenheim Strategic Opportunities Fund Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 52,357 shares of GOF stock, worth $787,449. This represents 0.11% of its overall portfolio holdings.
Number of Shares
52,357
Previous 56,167
6.78%
Holding current value
$787,449
Previous $875 Million
10.86%
% of portfolio
0.11%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding GOF
# of Institutions
190Shares Held
46.5MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$270 Million0.05% of portfolio
-
Morgan Stanley New York, NY7.3MShares$110 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$30.9 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$28.2 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$22.9 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...