Steward Partners Investment Advisory, LLC Guggenheim Active Allocation Fund Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 864 shares of GUG stock, worth $13,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
864
Previous 864
-0.0%
Holding current value
$13,772
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding GUG
# of Institutions
54Shares Held
8.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$33 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15.1 Million0.1% of portfolio
-
Cohen & Steers, Inc. New York, NY944KShares$15.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC671KShares$10.7 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI665KShares$10.6 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs