AWM
GUG

AE Wealth Management’s Guggenheim Active Allocation Fund GUG Stock Holding History

AE Wealth Management’s Portfolio GUG Stock Details GUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-96,348
Closed -$1.41M – 1495
2023
Q4 		$1.41M Buy
+96,348
New +$1.41M 0.01% 1032