Wagner Wealth Management, LLC Guggenheim Strategic Opportunities Fund Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
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
Others Institutions Holding GOF
# of Institutions
182Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.75MShares$107 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.71MShares$27.2 Million0.01% of portfolio
-
Ubs Group Ag1.23MShares$19.5 Million0.0% of portfolio
-
Verus Capital Partners, LLC Scottsdale, AZ1.1MShares$17.6 Million1.55% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS669KShares$10.6 Million0.15% of portfolio
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...