Creative One Wealth, LLC Guggenheim Strategic Opportunities Fund Transaction History
Creative One Wealth, LLC
- $2.98 Billion
- Q1 2025
A detailed history of Creative One Wealth, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Creative One Wealth, LLC holds 682,671 shares of GOF stock, worth $10.2 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
682,671
Previous 596,836
14.38%
Holding current value
$10.2 Million
Previous $9.11 Million
16.71%
% of portfolio
0.36%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding GOF
# of Institutions
191Shares Held
46.4MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$267 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.86MShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$28.9 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.57MShares$23.4 Million2.35% of portfolio
-
Ubs Group Ag1.47MShares$21.9 Million0.0% 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...