Guggenheim Active Allocation Fund (GUG)
Market Open
19 Oct, 02:31 PM
NYSE NYSE Primary $
13. 67
-0.02
-0.1461%
$
- Market Cap
- Div Yield
9,962 Volume
$ 13.69
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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 | $20,490 | -$810 | -3.8% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 950,000 | $13.08M | $13.01M | -$78,187.58 | -0.6% |
| FP Frank Poli COHEN & STEERS Inc. | 848,149 | $11.84M | $11.61M | -$228,820.09 | -1.93% |
 Penny A. Phillips Journey Strategic Wealth LLC | 31,939 | $477,566.69 | $436,925.52 | -$40,641.17 | -8.51% |
 David T. Morgan High Net Worth Advisory Group LLC | 12,735 | $195,324.53 | $174,915.22 | -$20,409.31 | -10.45% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 848,495 | $13.56M | $11.63M | -$1.93M | -14.21% |
 Christopher C. Powers Farther Finance Advisors, LLC | 357 | $5,469 | $4,876.62 | -$592.38 | -10.83% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 40,738 | $627,376.56 | $557,703.22 | -$69,673.34 | -11.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 371,088 | $5.75M | $5.11M | -$638,142.46 | -11.1% |
 Michael Bailey MGB Wealth Management, LLC | 14,146 | $215,375.46 | $194,225.99 | -$21,149.47 | -9.82% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 187 | $2,846 | $2,576.86 | -$269.14 | -9.46% |
| DN Daniel Newman Noble Wealth Management PBC | 1,600 | $24,960 | $21,888 | -$3,072 | -12.31% |
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