Raymond James Trust »

Guggenheim Active Alloc shares owned by Raymond James Trust

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Raymond James Trust from 13F filings

Historical chart of Raymond James Trust investment in Guggenheim Active Alloc

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All positions including Guggenheim Active Alloc held by Raymond James Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Raymond James Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $159k 11k 14.71

More positions owned by Raymond James Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Etf / Closed En (VOO)
Vanguard Etf / Closed En (VEA)
Jp Morgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)
Nvidia Common Stock (NVDA)
Ishares Etf / Closed En (AGG)
Home Depot Common Stock (HD)
Alphabet Common Stock (GOOG)
Ishares Etf / Closed En (IJR)
Visa Common Stock (V)
Merck & Co Common Stock (MRK)
Ishares Etf / Closed En (IVV)
Coca-cola Common Stock (KO)

View all positions for Raymond James Trust

Top funds holding Guggenheim Active Alloc

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

View all funds holding Guggenheim Active Alloc