U.S. Capital Wealth Advisors, LLC Guggenheim Active Allocation Fund Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.21 Billion
- Q2 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 26,802 shares of GUG stock, worth $422,935. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,802
Previous 26,802
-0.0%
Holding current value
$422,935
Previous $403,000
3.97%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding GUG
# of Institutions
56Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.58MShares$40.7 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$14.5 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO799KShares$12.6 Million0.23% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI781KShares$12.3 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs