Marshall & Sterling Wealth Advisors Inc. Guggenheim Strategic Opportunities Fund Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
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 $404. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26Holding current value
$404% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
181Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.75MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.71MShares$26.6 Million0.01% of portfolio
-
Ubs Group Ag1.23MShares$19.1 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.1MShares$17.2 Million1.55% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS669KShares$10.4 Million0.15% 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...