U.S. Capital Wealth Advisors, LLC Guggenheim Active Allocation Fund Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 2024
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 72,702 shares of GUG stock, worth $1.19 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
72,702
Previous 94,460
23.03%
Holding current value
$1.19 Million
Previous $1.39 Million
21.89%
% of portfolio
0.04%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding GUG
# of Institutions
54Shares Held
8.49MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$33.8 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15.5 Million0.1% of portfolio
-
Cohen & Steers, Inc. New York, NY944KShares$15.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC671KShares$10.9 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI665KShares$10.8 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs