Guggenheim Active Allocation Fund (GUG)
Market Closed
20 Jul, 20:00
NYSE NYSE Primary $
16. 10
-0.27
-1.6494%
Pre Market
$
+0.55 +3.4161% 16. 65
- Market Cap
- Div Yield
88,388 Volume
$ 16.37
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Guggenheim Active Allocation Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,500 | $21,300 | $24,360 | $3,060 | 14.37% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 31,939 | $477,566.69 | $515,814.85 | $38,248.16 | 8.01% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 12,555 | $192,448.13 | $202,637.7 | $10,189.57 | 5.29% |
 Christopher C. Powers Farther Finance Advisors, LLC | 357 | $5,469 | $5,747.7 | $278.7 | 5.1% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7,500 | $124,125 | $120,750 | -$3,375 | -2.72% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 38,421 | $590,351.03 | $618,578.1 | $28,227.07 | 4.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 888,872 | $13.52M | $14.31M | $794,982.75 | 5.88% |
 Michael Bailey MGB Wealth Management, LLC | 14,146 | $215,375.46 | $231,570.02 | $16,194.56 | 7.52% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 187 | $2,846 | $3,061.19 | $215.19 | 7.56% |
| DN Daniel Newman Noble Wealth Management PBC | 2,700 | $41,609 | $43,470 | $1,861 | 4.47% |
