A detailed history of Strategic Financial Concepts, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 19,971 shares of GOF stock, worth $313,944. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,971
Previous 326,060 93.88%
Holding current value
$313,944
Previous $50.5 Million 523.39%
% of portfolio
0.1%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$14.94 - $15.76 $4.57 Million - $4.82 Million
-306,089 Reduced 93.88%
19,971 $315 Million
Q2 2024

Aug 06, 2024

BUY
$13.8 - $14.95 $4.14 Million - $4.49 Million
300,306 Added 1166.06%
326,060 $50.5 Million
Q1 2024

Apr 22, 2024

BUY
$13.0 - $14.9 $334,802 - $383,734
25,754 New
25,754 $369 Million
Q3 2023

Nov 07, 2023

BUY
$14.77 - $16.28 $43,837 - $48,319
2,968 Added 11.15%
29,576 $437 Million
Q2 2023

Sep 06, 2023

SELL
$15.2 - $16.65 $6,976 - $7,642
-459 Reduced 1.7%
26,608 $423 Million
Q1 2023

Sep 06, 2023

BUY
$15.56 - $17.3 $421,162 - $468,259
27,067 New
27,067 $438 Million

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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.