A detailed history of Retirement Planning Group transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Retirement Planning Group holds 31,645 shares of GOF stock, worth $504,104. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,645
Previous 24,261 30.44%
Holding current value
$504,104
Previous $347,000 35.73%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$13.8 - $14.95 $101,899 - $110,390
7,384 Added 30.44%
31,645 $471,000
Q1 2024

Apr 12, 2024

BUY
$13.0 - $14.9 $47,333 - $54,250
3,641 Added 17.66%
24,261 $347,000
Q4 2023

Jan 12, 2024

BUY
$11.16 - $14.08 $10,936 - $13,798
980 Added 4.99%
20,620 $263,000
Q3 2023

Oct 24, 2023

SELL
$14.77 - $16.28 $9,113 - $10,044
-617 Reduced 3.05%
19,640 $290,000
Q2 2023

Jul 24, 2023

BUY
$15.2 - $16.65 $48,336 - $52,946
3,180 Added 18.62%
20,257 $322,000
Q1 2023

Apr 19, 2023

SELL
$15.56 - $17.3 $217 - $242
-14 Reduced 0.08%
17,077 $276,000
Q4 2022

Jan 18, 2023

BUY
$15.08 - $16.54 $86,740 - $95,138
5,752 Added 50.73%
17,091 $0
Q3 2022

Oct 13, 2022

BUY
$14.98 - $17.75 $169,858 - $201,267
11,339 New
11,339 $174,000

Others Institutions Holding GOF

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...
More about GOF
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