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Guggenheim Active Alloc shares owned by LM Advisors

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by LM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $144k 9.8k 14.66

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Top funds holding Guggenheim Active Alloc

Royal Bank of Canada
Saba Capital Management
Guggenheim Capital, LLC Managers
Bank of America Corporation
Baird Financial
Penserra Capital Management
Wells Fargo & Company
Relative Value Partners
Berson & Corrado Investment Advisors
Advisors Asset Management
Raymond James & Associates
Pathstone Holdings
U.S. Capital Wealth Advisors
National Asset Management
AE Wealth Management

View all funds holding Guggenheim Active Alloc