Ep Wealth Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$15.08 - $19.25 $219,308 - $279,952
-14,543 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$17.75 - $19.53 $258,138 - $284,024
14,543 New
14,543 $276,000
Q1 2021

May 17, 2021
SELL
$19.3 - $21.39 $212,300 - $235,290
-11,000 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$17.48 - $19.43 $192,280 - $213,730
11,000 New
11,000 $213,000

Others Institutions Holding GOF

# of Institutions
162
Shares Held
24M
Call Options Held
0
Put Options Held
0
View Full List

About GUGGENHEIM STRATEGIC OPPORTUNITIES FUND

GOF Quotes by TradingView
  • 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...
More about GOF
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