Great Valley Advisor Group, Inc. Guggenheim Strategic Opportunities Fund Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 149,327 shares of GOF stock, worth $2.22 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
149,327
Previous 130,771
14.19%
Holding current value
$2.22 Million
Previous $2.04 Million
9.18%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding GOF
# of Institutions
192Shares Held
46.9MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$267 Million0.05% of portfolio
-
Morgan Stanley New York, NY7.3MShares$109 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$30.5 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$27.9 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$22.7 Million0.0% 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...