Marshall & Sterling Wealth Advisors Inc. Guggenheim Strategic Opportunities Fund Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 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 $389. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$389
Previous $397,000
2.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
195Shares Held
46.2MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$269 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.86MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$29.1 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$28.1 Million2.39% of portfolio
-
Ubs Group Ag1.47MShares$22.1 Million0.0% 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...