Ifp Advisors, Inc Guggenheim Strategic Opportunities Fund Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Ifp Advisors, Inc holds 16,925 shares of GOF stock, worth $250,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,925

Previous 139,713 87.89%

Holding current value

$250,997

Previous $2.13 Million 87.66%

% of portfolio

0.01%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$15.0 - $15.91 $1.84 Million - $1.95 Million	-122,788 Reduced 87.89%	16,925 $263,000
Q4 2024 Feb 04, 2025	BUY	$15.05 - $16.03 $210,489 - $224,195	13,986 Added 11.12%	139,713 $2.13 Million
Q3 2024 Feb 04, 2025	BUY	$14.94 - $15.76 $1.4 Million - $1.48 Million	93,899 Added 295.02%	125,727 $1.98 Million
Q2 2024 Jul 30, 2024	BUY	$13.8 - $14.95 $263,276 - $285,216	19,078 Added 149.63%	31,828 $474,000
Q1 2024 Jul 30, 2024	BUY	$13.0 - $14.9 $165,750 - $189,975	12,750 New	12,750 $182,000
Q2 2022 Sep 06, 2022	BUY	$15.08 - $19.25 $75,219 - $96,019	4,988 New	4,988 $107,000
Q2 2022 Aug 12, 2022	SELL	$15.08 - $19.25 $75,219 - $96,019	-4,988 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$17.75 - $19.53 $88,537 - $97,415	4,988 New	4,988 $94,000
Q3 2019 Nov 07, 2019	SELL	$18.56 - $20.88 $133,446 - $150,127	-7,190 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$18.82 - $20.46 $1,976 - $2,148	105 Added 1.48%	7,190 $142,000
Q4 2018 Jan 23, 2019	SELL	$17.31 - $21.41 $38,774 - $47,958	-2,240 Reduced 24.02%	7,085 $129,000
Q3 2018 Oct 25, 2018	BUY	$20.58 - $22.31 $5,165 - $5,599	251 Added 2.77%	9,325 $0
Q2 2018 Aug 07, 2018	BUY	$20.2 - $21.95 $2,504 - $2,721	124 Added 1.39%	9,074 $0
Q1 2018 Jun 03, 2019	BUY	$19.63 - $21.83 $22,751 - $25,300	1,159 Added 14.88%	8,950 $193,000
Q1 2018 May 09, 2018	SELL	$19.63 - $21.83 $22,751 - $25,300	-1,159 Reduced 12.95%	7,791 $0
Q4 2017 Jan 24, 2018	SELL	$21.1 - $21.77 $25,742 - $26,559	-1,220 Reduced 12.0%	8,950 $0
Q3 2017 Oct 30, 2017	SELL	$20.91 - $21.41 $167 - $171	-8 Reduced 0.08%	10,170 $217,000
Q2 2017 Jun 03, 2019	BUY	N/A	8 Added 0.08%	10,178 $215,000
Q1 2017 Jun 03, 2019	BUY	N/A	3,000 Added 41.84%	10,170 $207,000
Q4 2016 Jun 03, 2019	SELL	N/A	-10,667 Reduced 59.8%	7,170 $141,000
Q2 2016 Jun 03, 2019	BUY	N/A	10,647 Added 148.08%	17,837 $324,000
Q1 2016 Jun 03, 2019	BUY	N/A	7,190	7,190 $142,000

Others Institutions Holding GOF

# of Institutions

190

Shares Held

28.3M

Call Options Held

Put Options Held

View Full List

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...

More about GOF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account