Cwm, LLC Guggenheim Active Allocation Fund Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Cwm, LLC holds 124 shares of GUG stock, worth $1,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares

124

Holding current value

$1,891

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$14.92 - $15.9 $1,850 - $1,971	124 New	124 $2,000

Others Institutions Holding GUG

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.47M
Shares

$37.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

950K
Shares

$14.5 Million
0.14% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

766K
Shares

$11.7 Million
0.02% of portfolio
Cohen & Steers, Inc. New York, NY

736K
Shares

$11.2 Million
0.02% of portfolio
Advisors Asset Management, Inc. Monument, CO

709K
Shares

$10.8 Million
0.21% of portfolio

View Full List

About Guggenheim Active Allocation Fund

Ticker GUG
Exchange NYSE
Sector ETFs
Industry ETFs

More about GUG

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