A detailed history of Wealthcare Advisory Partners LLC transactions in Guggenheim Strategic Opportunities Fund stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 15,567 shares of GOF stock, worth $228,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,567
Previous 117,851 86.79%
Holding current value
$228,523
Previous $1.51 Million 85.28%
% of portfolio
0.01%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$13.0 - $14.9 $1.33 Million - $1.52 Million
-102,284 Reduced 86.79%
15,567 $222,000
Q4 2023

Feb 06, 2024

BUY
$11.16 - $14.08 $39,082 - $49,308
3,502 Added 3.06%
117,851 $1.51 Million
Q3 2023

Oct 12, 2023

BUY
$14.77 - $16.28 $21,918 - $24,159
1,484 Added 1.31%
114,349 $1.69 Million
Q2 2023

Jul 17, 2023

BUY
$15.2 - $16.65 $98,496 - $107,891
6,480 Added 6.09%
112,865 $1.79 Million
Q4 2022

Feb 13, 2023

BUY
$15.08 - $16.54 $93,058 - $102,068
6,171 Added 6.16%
106,385 $1.62 Million
Q3 2022

Nov 14, 2022

SELL
$14.98 - $17.75 $1,468 - $1,739
-98 Reduced 0.1%
100,214 $1.54 Million
Q2 2022

Aug 15, 2022

SELL
$15.08 - $19.25 $6,137 - $7,834
-407 Reduced 0.4%
100,312 $1.61 Million
Q1 2022

Apr 15, 2022

BUY
$17.75 - $19.53 $253,896 - $279,357
14,304 Added 16.55%
100,719 $1.92 Million
Q4 2021

Feb 11, 2022

BUY
$17.89 - $20.63 $72,365 - $83,448
4,045 Added 4.91%
86,415 $1.58 Million
Q3 2021

Nov 15, 2021

BUY
$18.92 - $21.98 $99,008 - $115,021
5,233 Added 6.78%
82,370 $1.58 Million
Q2 2021

Aug 16, 2021

BUY
$19.24 - $21.95 $134,160 - $153,057
6,973 Added 9.94%
77,137 $1.67 Million
Q1 2021

Apr 30, 2021

BUY
$19.3 - $21.39 $282,108 - $312,657
14,617 Added 26.31%
70,164 $1.47 Million
Q4 2020

Feb 12, 2021

SELL
$17.48 - $19.43 $52,037 - $57,843
-2,977 Reduced 5.09%
55,547 $1.08 Million
Q3 2020

Oct 29, 2020

BUY
$16.95 - $18.46 $22,492 - $24,496
1,327 Added 2.32%
58,524 $1.03 Million
Q2 2020

Jul 29, 2020

BUY
$14.51 - $17.51 $33,489 - $40,413
2,308 Added 4.2%
57,197 $967,000
Q1 2020

Apr 29, 2020

BUY
$11.82 - $18.91 $648,787 - $1.04 Million
54,889 New
54,889 $837,000

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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.