Steward Partners Investment Advisory, LLC Guggenheim Active Allocation Fund Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 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 9,664 shares of GUG stock, worth $146,312. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,664
Previous 4,964 94.68%
Holding current value
$146,312
Previous $82,000 74.39%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$14.87 - $16.49 $69,889 - $77,502
4,700 Added 94.68%
9,664 $143,000
Q3 2024

Nov 14, 2024
BUY
$15.15 - $16.65 $62,115 - $68,265
4,100 Added 474.54%
4,964 $82,000
Q1 2024

May 15, 2024
BUY
$14.12 - $15.03 $12,199 - $12,985
864 New
864 $12,000

Others Institutions Holding GUG

# of Institutions
60
Shares Held
9.66M
Call Options Held
0
Put Options Held
0
View Full List

About Guggenheim Active Allocation Fund

GUG Quotes by TradingView
  • Ticker GUG
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about GUG
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