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 $172,748. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,232
Previous 11,232 -0.0%
Holding current value
$172,748
Previous $185,000 9.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024
BUY
$14.12 - $15.03 $158,595 - $168,816
11,232 New
11,232 $165,000

Others Institutions Holding GUG

# of Institutions
57
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About Guggenheim Active Allocation Fund

GUG Quotes by TradingView
  • Ticker GUG
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about GUG
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