Atria Wealth Solutions, Inc. Guggenheim Strategic Opportunities Fund Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 60,747 shares of GOF stock, worth $901,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares
60,747
Previous 257,666 76.42%
Holding current value
$901,485
Previous $4.01 Million 77.46%
% of portfolio
0.02%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$13.74 - $15.66 $2.71 Million - $3.08 Million
-196,919 Reduced 76.42%
60,747 $904,000
Q1 2025

May 09, 2025
BUY
$15.0 - $15.91 $2.29 Million - $2.43 Million
152,722 Added 145.53%
257,666 $4.01 Million
Q4 2024

Jan 31, 2025
BUY
$15.05 - $16.03 $52,193 - $55,592
3,468 Added 3.42%
104,944 $1.6 Million
Q3 2024

Nov 08, 2024
BUY
$14.94 - $15.76 $13,625 - $14,373
912 Added 0.91%
101,476 $1.6 Million
Q2 2024

Jul 22, 2024
SELL
$13.8 - $14.95 $4.18 Million - $4.53 Million
-302,973 Reduced 75.08%
100,564 $1.5 Million
Q1 2024

May 13, 2024
BUY
$13.0 - $14.9 $198,315 - $227,299
15,255 Added 3.93%
403,537 $5.78 Million
Q4 2023

Feb 02, 2024
BUY
$11.16 - $14.08 $288,977 - $364,587
25,894 Added 7.15%
388,282 $4.97 Million
Q3 2023

Nov 08, 2023
SELL
$14.77 - $16.28 $1.66 Million - $1.83 Million
-112,267 Reduced 23.65%
362,388 $5.36 Million
Q2 2023

Aug 03, 2023
BUY
$15.2 - $16.65 $1.7 Million - $1.86 Million
111,531 Added 30.71%
474,655 $7.55 Million
Q1 2023

Aug 22, 2023
SELL
$15.56 - $17.3 $901,437 - $1 Million
-57,933 Reduced 12.21%
416,722 $6.74 Million
Q1 2023

Jun 14, 2023
SELL
$15.56 - $17.3 $833,984 - $927,245
-53,598 Reduced 12.86%
363,124 $5.87 Million
Q1 2023

May 10, 2023
BUY
$15.56 - $17.3 $833,984 - $927,245
53,598 Added 14.76%
416,722 $6.74 Million
Q4 2022

Aug 30, 2023
SELL
$15.08 - $16.54 $1.68 Million - $1.84 Million
-111,531 Reduced 23.5%
363,124 $5.53 Million
Q4 2022

Feb 13, 2023
BUY
$15.08 - $16.54 $3.75 Million - $4.12 Million
248,916 Added 217.95%
363,124 $5.53 Million
Q3 2022

Nov 14, 2022
BUY
$14.98 - $17.75 $589,612 - $698,640
39,360 Added 52.59%
114,208 $1.76 Million
Q2 2022

Aug 15, 2022
SELL
$15.08 - $19.25 $194,275 - $247,997
-12,883 Reduced 14.68%
74,848 $1.21 Million
Q1 2022

May 16, 2022
BUY
$17.75 - $19.53 $1.56 Million - $1.71 Million
87,731 New
87,731 $1.67 Million

Others Institutions Holding GOF

# of Institutions
192
Shares Held
45.9M
Call Options Held
0
Put Options Held
0
View Full List

About GUGGENHEIM STRATEGIC OPPORTUNITIES FUND

GOF Quotes by TradingView
  • 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...
More about GOF
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