Retirement Planning Group Guggenheim Strategic Opportunities Fund Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 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 273,901 shares of GOF stock, worth $3.63 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
273,901
Previous 115,420
137.31%
Holding current value
$3.63 Million
Previous $1.72 Million
138.82%
% of portfolio
0.2%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding GOF
# of Institutions
194Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.3MShares$96.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$27.2 Million0.01% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.88MShares$24.9 Million2.39% of portfolio
-
Ubs Group Ag1.52MShares$20.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL958KShares$12.7 Million0.01% 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...