Pensionmark Financial Group, LLC Guggenheim Active Allocation Fund Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 30,156 shares of GUG stock, worth $457,466. This represents 0.01% of its overall portfolio holdings.
Number of Shares
30,156Holding current value
$457,466% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding GUG
# of Institutions
57Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.78MShares$42.1 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.4 Million0.11% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ898KShares$13.6 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO895KShares$13.6 Million0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY748KShares$11.3 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs