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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
2024-09-30 $295k 18k 16.55
2024-06-30 $266k 18k 14.93
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)
Nvidia Common Stock (NVDA)
Vanguard Etf / Closed En (VEA)
Jp Morgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)
Home Depot Common Stock (HD)
Ishares Etf / Closed En (AGG)
Alphabet Common Stock (GOOG)
SPDR Etf / Closed En (SPY)
Ishares Etf / Closed En (IJR)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)
Ishares Etf / Closed En (IVV)

View all positions for Raymond James Trust

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Baird Financial
Advisors Asset Management
Bank of America Corporation
Raymond James Financial
Royal Bank of Canada
Pathstone Holdings
Penserra Capital Management
Wells Fargo & Company
Raymond James & Associates
Raymond James Financial Services Advisors
Berson & Corrado Investment Advisors
Kovitz Investment Group Partners

View all funds holding Guggenheim Active Alloc