Guggenheim Active Alloc shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Guggenheim Active Alloc
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All positions including Guggenheim Active Alloc held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Guggenheim Active Alloc by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $309k | 21k | 14.71 |
| 2023-12-31 | $305k | 21k | 14.66 |
| 2023-09-30 | $282k | 21k | 13.50 |
| 2023-06-30 | $296k | 21k | 14.38 |
| 2023-03-31 | $297k | 21k | 14.03 |
| 2022-12-31 | $142M | 11k | 13449.43 |
| 2022-09-30 | $132k | 10k | 12.88 |
| 2022-06-30 | $142k | 10k | 14.20 |