Arete Wealth Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$15.2 - $16.65 $320,142 - $350,682	21,062 New	21,062 $335,000
Q4 2022 Feb 06, 2023	BUY	$15.08 - $16.54 $1,538 - $1,687	102 Added 0.69%	14,894 $226,000
Q3 2022 Nov 07, 2022	BUY	$14.98 - $17.75 $221,584 - $262,558	14,792 New	14,792 $227,000
Q2 2022 Aug 15, 2022	SELL	$15.08 - $19.25 $161,567 - $206,244	-10,714 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$17.75 - $19.53 $2,556 - $2,812	144 Added 1.36%	10,714 $204,000
Q4 2021 Feb 07, 2022	BUY	$17.89 - $20.63 $189,097 - $218,059	10,570 New	10,570 $194,000

Others Institutions Holding GOF

# of Institutions

162

Shares Held

24M

Call Options Held

0

Put Options Held

0

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...

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