Guggenheim Active Alloc shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Guggenheim Active Alloc
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Quarterly reported holdings in Guggenheim Active Alloc by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $559k | 37k | 15.33 |
| 2025-09-30 | $566k | 36k | 15.60 |
| 2025-06-30 | $437k | 28k | 15.64 |
| 2025-03-31 | $401k | 27k | 15.07 |
| 2024-12-31 | $395k | 27k | 14.87 |
| 2024-09-30 | $387k | 23k | 16.55 |
| 2024-06-30 | $230k | 15k | 14.93 |
| 2024-03-31 | $216k | 15k | 14.71 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors