Milestone Asset Management, LLC Guggenheim Strategic Opportunities Fund Transaction History
Milestone Asset Management, LLC
- $473 Billion
- Q2 2025
A detailed history of Milestone Asset Management, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Milestone Asset Management, LLC holds 13,835 shares of GOF stock, worth $207,248. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,835
Previous 117,867
88.26%
Holding current value
$207,248
Previous $1.84 Billion
88.77%
% of portfolio
0.04%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding GOF
# of Institutions
195Shares Held
46.2MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$269 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.86MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$29.1 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$28.1 Million2.39% of portfolio
-
Ubs Group Ag1.47MShares$22.1 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...