Marks Group Wealth Management, Inc Guggenheim Strategic Opportunities Fund Transaction History
Marks Group Wealth Management, Inc
- $1 Billion
- Q3 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 196,262 shares of GOF stock, worth $3.11 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
196,262
Previous 195,846
0.21%
Holding current value
$3.11 Million
Previous $2.92 Million
5.92%
% of portfolio
0.31%
Previous 0.32%
Shares
8 transactions
Others Institutions Holding GOF
# of Institutions
161Shares Held
24MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.31MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$25.3 Million0.01% of portfolio
-
Ubs Group Ag1.21MShares$19.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6807KShares$12.8 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ721KShares$11.4 Million1.05% 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...