Concurrent Investment Advisors, LLC Guggenheim Active Allocation Fund Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,377 shares of GUG stock, worth $252,182. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,377
Previous 14,702
4.59%
Holding current value
$252,182
Previous $216 Million
6.16%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding GUG
# of Institutions
54Shares Held
8.49MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$34 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15.6 Million0.1% of portfolio
-
Cohen & Steers, Inc. New York, NY944KShares$15.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC671KShares$11 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI665KShares$10.9 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs