Marks Group Wealth Management, Inc Guggenheim Strategic Opportunities Fund Transaction History
Marks Group Wealth Management, Inc
- $915 Million
- Q1 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 192,193 shares of GOF stock, worth $2.82 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
192,193
Previous 192,193
-0.0%
Holding current value
$2.82 Million
Previous $2.46 Million
11.87%
% of portfolio
0.3%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding GOF
# of Institutions
145Shares Held
23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.12MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.27MShares$18.6 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.26MShares$18.5 Million0.25% of portfolio
-
Ubs Group Ag1.17MShares$17.2 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ843KShares$12.4 Million0.03% 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...