Mosaic Family Wealth Partners, LLC Guggenheim Strategic Opportunities Fund Transaction History
Mosaic Family Wealth Partners, LLC
- $580 Billion
- Q4 2023
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 181,885 shares of GOF stock, worth $2.67 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
181,885
Previous 177,183
2.65%
Holding current value
$2.67 Million
Previous $2.62 Billion
11.16%
% of portfolio
0.4%
Previous 0.53%
Shares
5 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...