Carlton Hofferkamp & Jenks Wealth Management, LLC Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $265 Million
- Q2 2025
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 10,404 shares of GBAB stock, worth $160,429. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,404
Previous 10,464
0.57%
Holding current value
$160,429
Previous $162,000
3.7%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding GBAB
# of Institutions
74Shares Held
7.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.53MShares$39 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL432KShares$6.66 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$6.05 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN324KShares$4.99 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA307KShares$4.73 Million0.0% of portfolio
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...