Journey Strategic Wealth LLC Guggenheim Active Allocation Fund Transaction History
Journey Strategic Wealth LLC
- $2.34 Billion
- Q2 2024
A detailed history of Journey Strategic Wealth LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 68,092 shares of GUG stock, worth $1.12 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
68,092
Previous 43,292
57.29%
Holding current value
$1.12 Million
Previous $636,000
59.75%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding GUG
# of Institutions
54Shares Held
8.49MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$34.1 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15.6 Million0.1% of portfolio
-
Cohen & Steers, Inc. New York, NY944KShares$15.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC671KShares$11 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI665KShares$10.9 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs