Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Guggenheim Strategic Opportunities Fund Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 14,539 shares of GOF stock, worth $220,265. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,539
Previous 14,539
-0.0%
Holding current value
$220,265
Previous $186,000
11.83%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
146Shares Held
23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.12MShares$108 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.27MShares$19.2 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.26MShares$19.1 Million0.25% of portfolio
-
Ubs Group Ag1.17MShares$17.8 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ843KShares$12.8 Million0.03% 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...