Coastal Investment Advisors, Inc. Guggenheim Strategic Opportunities Fund Transaction History
Coastal Investment Advisors, Inc.
- $281 Million
- Q3 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 21,383 shares of GOF stock, worth $283,324. This represents 0.11% of its overall portfolio holdings.
Number of Shares
21,383
Previous 20,383
4.91%
Holding current value
$283,324
Previous $303,000
5.61%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding GOF
# of Institutions
194Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.3MShares$96.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$27.2 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$24.9 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$20.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL958KShares$12.7 Million0.01% of portfolio
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...