A detailed history of Wagner Wealth Management, LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 19,403 shares of GOF stock, worth $308,701. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,403
Previous 20,283 4.34%
Holding current value
$308,701
Previous $319,000 7.21%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 28, 2025

SELL
$15.05 - $16.03 $13,244 - $14,106
-880 Reduced 4.34%
19,403 $296,000
Q3 2024

Oct 10, 2024

BUY
$14.94 - $15.76 $303,028 - $319,660
20,283 New
20,283 $319,000
Q4 2022

Feb 14, 2023

SELL
$15.08 - $16.54 $23,705 - $26,000
-1,572 Reduced 7.05%
20,731 $315,000
Q2 2022

Aug 11, 2022

SELL
$15.08 - $19.25 $30,808 - $39,327
-2,043 Reduced 8.39%
22,303 $359,000
Q1 2022

May 16, 2022

SELL
$17.75 - $19.53 $528,240 - $581,212
-29,760 Reduced 55.0%
24,346 $463,000
Q4 2021

Feb 15, 2022

BUY
$17.89 - $20.63 $4,651 - $5,363
260 Added 0.48%
54,106 $991,000
Q3 2021

Nov 15, 2021

BUY
$18.92 - $21.98 $1.02 Million - $1.18 Million
53,846 New
53,846 $1.03 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
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