Kovitz Investment Group Partners, LLC Guggenheim Active Allocation Fund Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 69,419 shares of GUG stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
69,419Holding current value
$1.05 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding GUG
# of Institutions
50Shares Held
8.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.04MShares$30.7 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.3 Million0.11% of portfolio
-
Cohen & Steers, Inc. New York, NY944KShares$14.2 Million0.03% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI695KShares$10.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC600KShares$9.04 Million0.0% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs