Kovitz Investment Group Partners, LLC Guggenheim Active Allocation Fund Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
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 185,191 shares of GUG stock, worth $2.92 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
185,191
Previous 195,786
5.41%
Holding current value
$2.92 Million
Previous $2.95 Million
1.83%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding GUG
# of Institutions
57Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.58MShares$40.7 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$14.5 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO799KShares$12.6 Million0.23% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI781KShares$12.3 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs