Petra Financial Advisors Inc Guggenheim Strategic Opportunities Fund Transaction History
Petra Financial Advisors Inc
- $152 Billion
- Q3 2024
A detailed history of Petra Financial Advisors Inc transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Petra Financial Advisors Inc holds 338,086 shares of GOF stock, worth $5.25 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
338,086
Previous 268,784
25.78%
Holding current value
$5.25 Million
Previous $4.01 Billion
32.95%
% of portfolio
3.52%
Previous 2.88%
Shares
6 transactions
Others Institutions Holding GOF
# of Institutions
172Shares Held
24.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.31MShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$24.7 Million0.01% of portfolio
-
Ubs Group Ag1.21MShares$18.8 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.1MShares$17.1 Million1.55% of portfolio
-
Royal Bank Of Canada Toronto, A6807KShares$12.5 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...