A detailed history of Bison Wealth, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Bison Wealth, LLC holds 34,795 shares of GOF stock, worth $535,843. This represents 0.1% of its overall portfolio holdings.

Number of Shares
34,795
Previous 16,786 107.29%
Holding current value
$535,843
Previous $250,000 119.2%
% of portfolio
0.1%
Previous 0.04%

Shares

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

Nov 05, 2024

BUY
$14.94 - $15.76 $269,054 - $283,821
18,009 Added 107.29%
34,795 $548,000
Q1 2024

May 10, 2024

SELL
$13.0 - $14.9 $67,821 - $77,733
-5,217 Reduced 23.71%
16,786 $240,000
Q4 2023

Jan 30, 2024

SELL
$11.16 - $14.08 $43,323 - $54,658
-3,882 Reduced 15.0%
22,003 $281,000
Q3 2023

Nov 13, 2023

BUY
$14.77 - $16.28 $41,607 - $45,860
2,817 Added 12.21%
25,885 $382,000
Q2 2023

Aug 14, 2023

BUY
$15.2 - $16.65 $30,384 - $33,283
1,999 Added 9.49%
23,068 $366,000
Q1 2023

May 15, 2023

BUY
$15.56 - $17.3 $88,614 - $98,523
5,695 Added 37.04%
21,069 $340,000
Q4 2022

Feb 10, 2023

BUY
$15.08 - $16.54 $16,407 - $17,995
1,088 Added 7.62%
15,374 $233,000
Q3 2022

Nov 14, 2022

BUY
$14.98 - $17.75 $214,004 - $253,576
14,286 New
14,286 $219,000

Others Institutions Holding GOF

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...
More about GOF
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