Discipline Wealth Solutions, LLC Guggenheim Strategic Opportunities Fund Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 35,935 shares of GOF stock, worth $461,046. This represents 0.15% of its overall portfolio holdings.
Number of Shares
35,935Holding current value
$461,046% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
194Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.3MShares$93.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$26.3 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$24.1 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$19.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL958KShares$12.3 Million0.01% 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...