Prosperity Consulting Group, LLC Guggenheim Active Allocation Fund Transaction History

Prosperity Consulting Group, LLC

$1.26 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$12.83 - $15.91 $128,300 - $159,100	10,000 New	10,000 $129,000

Others Institutions Holding GUG

# of Institutions

51

Shares Held

8.54M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.04M
Shares

$32 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

950K
Shares

$14.9 Million
0.11% of portfolio
Cohen & Steers, Inc. New York, NY

944K
Shares

$14.8 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

695K
Shares

$10.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$9.42 Million
0.0% of portfolio

About Guggenheim Active Allocation Fund

Ticker GUG
Exchange NYSE
Sector ETFs
Industry ETFs

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