Concord Wealth Partners Guggenheim Strategic Opportunities Fund Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Concord Wealth Partners holds 271 shares of GOF stock, worth $3,918. This represents 0.0% of its overall portfolio holdings.
Number of Shares
271Holding current value
$3,918% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
186Shares Held
25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.75MShares$97.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.71MShares$24.8 Million0.01% of portfolio
-
Ubs Group Ag1.23MShares$17.7 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.1MShares$16 Million1.55% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS669KShares$9.67 Million0.15% 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...