Foundations Investment Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 22,565 shares of GOF stock, worth $295,827. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,565
Previous 12,904
74.87%
Holding current value
$295,827
Previous $192,000
76.04%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding GOF
# of Institutions
193Shares Held
29.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.3MShares$95.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$26.9 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$24.6 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$20 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL958KShares$12.6 Million0.01% 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...