A detailed history of Beam Wealth Advisors, Inc. transactions in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 13,336 shares of GBAB stock, worth $208,575. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,336
Previous 13,686 2.56%
Holding current value
$208,575
Previous $217,000 7.83%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$15.71 - $18.52 $5,498 - $6,482
-350 Reduced 2.56%
13,336 $234,000
Q2 2024

Aug 07, 2024

BUY
$15.58 - $16.4 $213,227 - $224,450
13,686 New
13,686 $217,000

Others Institutions Holding GBAB

About Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust


  • Ticker GBAB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is a closed ended fixed income mutual fund launched by Guggenheim Partners, LLC. The fund is co-managed by Guggenheim Funds Investment Advisors, LLC and Guggenheim Partners Investment Management, LLC. It invests in fixed income markets of the United States. The fund primarily in...
More about GBAB
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.