Marshall & Sterling Wealth Advisors Inc. Guggenheim Strategic Opportunities Fund Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 26 shares of GOF stock, worth $344. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$344
Previous $405,000
4.44%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
194Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.3MShares$96.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$27.2 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$24.9 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$20.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL958KShares$12.7 Million0.01% 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...