Retirement Planning Group Guggenheim Strategic Opportunities Fund Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Retirement Planning Group holds 88,130 shares of GOF stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
88,130
Previous 48,499
81.72%
Holding current value
$1.32 Million
Previous $740,000
85.0%
% of portfolio
0.09%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding GOF
# of Institutions
192Shares Held
45.9MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX18MShares$269 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.86MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$29.1 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.57MShares$23.5 Million2.35% of portfolio
-
Ubs Group Ag1.47MShares$22 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...