Mallini Complete Financial Planning LLC Guggenheim Strategic Opportunities Fund Transaction History
Mallini Complete Financial Planning LLC
- $105 Billion
- Q1 2025
A detailed history of Mallini Complete Financial Planning LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 35,064 shares of GOF stock, worth $515,440. This represents 0.52% of its overall portfolio holdings.
Number of Shares
35,064
Previous 29,349
19.47%
Holding current value
$515,440
Previous $448 Million
21.9%
% of portfolio
0.52%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding GOF
# of Institutions
190Shares Held
28.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.86MShares$101 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$28.6 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.57MShares$23.1 Million2.35% of portfolio
-
Ubs Group Ag1.47MShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.16MShares$17.1 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...