LA
GUG

LM Advisors’s Guggenheim Active Allocation Fund GUG Stock Holding History

LM Advisors’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
-9,800
Closed -$144K – 418
2023
Q4 		$144K Buy
+9,800
New +$144K 0.03% 218