Kingswood Wealth Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
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 15,000 shares of GOF stock, worth $226,350. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,000
Previous 13,000
15.38%
Holding current value
$226,350
Previous $198 Million
17.2%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding GOF
# of Institutions
191Shares Held
46.3MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$271 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.86MShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$29.3 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.57MShares$23.7 Million2.35% of portfolio
-
Ubs Group Ag1.47MShares$22.2 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...