Wetherby Asset Management Inc Guggenheim Active Allocation Fund Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Guggenheim Active Allocation Fund stock. As of the latest transaction made, Wetherby Asset Management Inc holds 11,232 shares of GUG stock, worth $174,096. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,232
Previous 11,232
-0.0%
Holding current value
$174,096
Previous $185,000
9.73%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding GUG
# of Institutions
58Shares Held
10.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.47MShares$38.3 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$14.7 Million0.14% of portfolio
-
Advisors Asset Management, Inc. Monument, CO799KShares$12.4 Million0.23% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ771KShares$11.9 Million0.05% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI766KShares$11.9 Million0.02% of portfolio
About Guggenheim Active Allocation Fund
- Ticker GUG
- Exchange NYSE
- Sector ETFs
- Industry ETFs