Ae Wealth Management LLC Guggenheim Active Allocation Fund Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$12.77 - $14.71 $1.23 Million - $1.42 Million	96,348 New	96,348 $1.41 Million

Others Institutions Holding GUG

# of Institutions

49

Shares Held

8.37M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.04M
Shares

$31.6 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

950K
Shares

$14.7 Million
0.11% of portfolio
Cohen & Steers, Inc. New York, NY

944K
Shares

$14.6 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

695K
Shares

$10.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$9.3 Million
0.0% of portfolio

About Guggenheim Active Allocation Fund

Ticker GUG
Exchange NYSE
Sector ETFs
Industry ETFs

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