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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$14.03 - $15.23 $9,470 - $10,280
675 Added 4.59%
15,377 $230 Million
Q1 2024

May 07, 2024

BUY
$14.12 - $15.03 $207,592 - $220,971
14,702 New
14,702 $216 Million

Others Institutions Holding GUG

About Guggenheim Active Allocation Fund


  • Ticker GUG
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about GUG
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