Kingsview Wealth Management, LLC Guggenheim Active Allocation Fund Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 17,330 shares of GUG stock, worth $262,896. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,330
Previous 19,055
9.05%
Holding current value
$262,896
Previous $298,000
9.4%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding GUG
# of Institutions
56Shares Held
10.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.58MShares$39.2 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.4 Million0.11% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ898KShares$13.6 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO895KShares$13.6 Million0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY748KShares$11.3 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs