Integrated Wealth Concepts LLC Guggenheim Strategic Opportunities Fund Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 186,214 shares of GOF stock, worth $2.76 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
186,214
Previous 161,646
15.2%
Holding current value
$2.76 Million
Previous $2.47 Million
17.56%
% of portfolio
0.04%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding GOF
# of Institutions
192Shares Held
45.9MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$266 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.86MShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$28.8 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.57MShares$23.3 Million2.35% of portfolio
-
Ubs Group Ag1.47MShares$21.9 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...