J.W. Cole Advisors, Inc. Guggenheim Strategic Opportunities Fund Transaction History
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 16,154 shares of GOF stock, worth $239,563. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,154
Previous 16,301
0.9%
Holding current value
$239,563
Previous $248,000
1.21%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding GOF
# of Institutions
190Shares Held
28.3MCall Options Held
0Put Options Held
0-
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$21.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.16MShares$17.3 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...