Mount Yale Investment Advisors, LLC Guggenheim Strategic Opportunities Fund Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 229,296 shares of GOF stock, worth $2.96 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
229,296Holding current value
$2.96 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding GOF
# of Institutions
206Shares Held
33.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.16MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.4MShares$31 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ2.27MShares$29.3 Million2.55% of portfolio
-
Ubs Group Ag1.58MShares$20.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.2MShares$15.5 Million0.02% 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...