Steward Partners Investment Advisory, LLC Guggenheim Active Allocation Fund Transaction History
Steward Partners Investment Advisory, LLC
- $16.6 Billion
- Q3 2025
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 120,933 shares of GUG stock, worth $1.83 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
120,933
Previous 75,835
59.47%
Holding current value
$1.83 Million
Previous $1.19 Million
59.02%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding GUG
# of Institutions
57Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.78MShares$42.1 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.4 Million0.11% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ898KShares$13.6 Million0.05% of portfolio
-
Advisors Asset Management, Inc. Monument, CO895KShares$13.6 Million0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY748KShares$11.3 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs