Disciplined Investments, LLC Guggenheim Strategic Opportunities Fund Transaction History
Disciplined Investments, LLC
- $210 Million
- Q1 2025
A detailed history of Disciplined Investments, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Disciplined Investments, LLC holds 31,500 shares of GOF stock, worth $455,175. This represents 0.23% of its overall portfolio holdings.
Number of Shares
31,500
Previous 32,500
3.08%
Holding current value
$455,175
Previous $495,000
1.21%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding GOF
# of Institutions
186Shares Held
25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.75MShares$97.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.71MShares$24.7 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...