LNWWM
GUG

Laird Norton Wetherby Wealth Management’s Guggenheim Active Allocation Fund GUG Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio GUG Stock Details GUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$369K Buy
+23,590
New +$369K 0.02% 660
2024
Q4 		$167K Hold
11,232
– – 0.01% 863
2024
Q3 		$186K Hold
11,232
– – 0.01% 879
2024
Q2 		$168K Hold
11,232
– – 0.01% 868
2024
Q1 		$165K Buy
+11,232
New +$165K 0.01% 906