Kingswood Wealth Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,000 shares of GOF stock, worth $202,280. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,000Holding current value
$202,280% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
173Shares Held
25.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.31MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$24.8 Million0.01% of portfolio
-
Ubs Group Ag1.21MShares$18.8 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.1MShares$17.2 Million1.55% of portfolio
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Royal Bank Of Canada Toronto, A6807KShares$12.6 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...