Journey Strategic Wealth LLC Guggenheim Active Allocation Fund Call Options Transaction History

Journey Strategic Wealth LLC

$2.83 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding GUG

# of Institutions

61

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.47M
Shares

$38.5 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

950K
Shares

$14.8 Million
0.14% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

766K
Shares

$11.9 Million
0.02% of portfolio
Cohen & Steers, Inc. New York, NY

736K
Shares

$11.5 Million
0.02% of portfolio
Advisors Asset Management, Inc. Monument, CO

709K
Shares

$11.1 Million
0.21% of portfolio

About Guggenheim Active Allocation Fund

Ticker GUG
Exchange NYSE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.