GOF / Guggenheim Strategic Opportunities Fund - Proprietà istituzionale - Venditori

Guggenheim Strategic Opportunities Fund
US ˙ NYSE ˙ US40167F1012

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-08 13F Creative Planning 10.064 -54,70 150 -56,81
2025-08-14 13F Garden State Investment Advisory Services LLC 56.531 -1,78 842 -6,14
2025-08-14 13F Ameriprise Financial Inc 68.229 -5,26 1.016 -9,46
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 -100,00 0
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-08-19 13F Advisory Services Network, LLC 0 -100,00 0
2025-04-23 13F Walkner Condon Financial Advisors LLC 0 -100,00 0
2025-07-09 13F Fiduciary Alliance LLC 43.312 -3,48 645 -7,74
2025-08-01 13F Motco 0 -100,00 0
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 52.357 -6,78 780 -10,87
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100,00 0
2025-05-09 13F Gill Capital Partners, Llc 0 -100,00 0
2025-03-11 13F/A Elequin Capital Lp 0 -100,00 0
2025-07-02 13F Capital Market Strategies LLC 31.000 -12,11 462 -16,03
2025-08-05 13F Milestone Asset Management, Llc 13.835 -88,26 206 -88,77
2025-08-14 13F Mercer Global Advisors Inc /adv 71.424 -4,19 1.064 -8,36
2025-08-11 13F Semus Wealth Partners LLC 21.028 -3,66 313 -7,67
2025-08-07 13F New England Private Wealth Advisors LLC 43.327 -2,26 643 -6,96
2025-05-02 13F Transcendent Capital Group LLC 0 -100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 112.171 -1,83 1.670 -6,07
2025-08-07 13F Vista Investment Partners Ii, Llc 14.592 -2,34 217 -6,47
2025-08-13 13F Jones Financial Companies Lllp 0 -100,00 0
2025-08-28 NP Cohen & Steers Closed-end Opportunity Fund, Inc. 346.789 -10,34 5.164 -14,26
2025-07-29 13F Altus Wealth Group LLC 10.092 -2,63 150 -6,83
2025-08-06 13F Vantage Financial Partners, LLC 13.445 -16,09 200 -19,68
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-11 13F NewEdge Wealth, LLC 0 -100,00 0
2025-08-19 13F National Asset Management, Inc. 30.379 -33,05 452 -34,68
2025-05-15 13F Gwn Securities Inc. 0 -100,00 0
2025-07-10 13F Sovran Advisors, LLC 80.886 -11,38 1.211 -7,42
2025-08-06 13F Wedbush Securities Inc 176.925 -2,36 3 0,00
2025-07-15 13F LVZ Advisors, Inc. 12.682 -10,75 189 -14,93
2025-07-28 13F Mutual Advisors, LLC 92.537 -4,88 1.392 -0,78
2025-04-21 13F ORG Partners LLC 0 -100,00 0
2025-08-14 13F Banque Transatlantique SA 0 -100,00 0
2025-05-15 13F Hrt Financial Lp 0 -100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 0 -100,00 0
2025-07-10 13F Secure Asset Management, LLC 433.655 -2,26 6.457 -6,52
2025-07-25 13F Atria Wealth Solutions, Inc. 60.747 -76,42 905 -77,47
2025-05-08 13F Main Street Financial Solutions, LLC 0 -100,00 0
2025-05-14 13F Semmax Financial Advisors Inc. 0 -100,00 0
2025-08-14 13F IHT Wealth Management, LLC 11.015 -2,55 164 -6,29
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-07-23 13F Elm3 Financial Group, LLC 13.667 -0,07 204 -4,25
2025-08-14 13F Raymond James Financial Inc 958.371 -17,71 14.270 -21,30
2025-07-29 13F Disciplined Investments, LLC 24.641 -21,77 367 -25,31
2025-08-13 13F Northwestern Mutual Wealth Management Co 3.144 -70,57 47 -72,29
2025-07-24 13F IFP Advisors, Inc 97 -99,43 1 -99,62
2025-08-12 13F CIBC Private Wealth Group, LLC 3.826 -20,70 57 -16,42
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 222.731 -13,87 3.316 -17,47
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 424.839 -41,59 6.326 -44,14
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-04-30 13F Allworth Financial LP 0 -100,00 0
2025-04-16 13F Fortitude Family Office, LLC 0 -100,00 0
2025-07-28 13F Harbour Investments, Inc. 12.764 -6,44 190 -10,38
2025-04-22 13F TrueMark Investments, LLC 0 -100,00 0
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100,00 0
2025-05-15 13F Citadel Advisors Llc 0 -100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 78.518 -0,03 1.169 -4,34
2025-07-11 13F Farther Finance Advisors, LLC 26 -99,40 0 -100,00
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 28.930 -5,09 431 -9,28
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 236.170 -63,37 4 -70,00
2025-08-14 13F Cohen & Steers, Inc. 346.789 -10,34 5 -16,67
2025-08-06 13F Commonwealth Equity Services, Llc 300.610 -55,21 4 -60,00
2025-07-30 13F Brookstone Capital Management 56.269 -13,34 838 -17,13
2025-04-14 13F Strategic Wealth Designers 0 -100,00 0 -100,00
2025-08-15 13F Captrust Financial Advisors 49.945 -45,75 744 -48,15
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