We are live on ! Find out more
GBAB icon

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
51
Spire Wealth Management
Virginia
$52.7K – – –
CT
52
Cambridge Trust
Massachusetts
$38.9K +$39.3K +2,500 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
Comerica Bank
54
Comerica Bank
Texas
$28K +$28.3K +1,800 New
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$10.1K – – –
IFP Advisors
56
IFP Advisors
Florida
$10.1K – – –
OP
57
ORG Partners
Indiana
$5.81K +$79 +5 +1%
Creative Planning
58
Creative Planning
Kansas
$4.76K +$4.81K +306 New
Steward Partners Investment Advisory
59
Steward Partners Investment Advisory
New York
$3.73K – – –
WhitTier Trust Company
60
WhitTier Trust Company
Nevada
$2.72K -$10.5K -670 -79%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.88K +$1.9K +121 New
SIS
62
Sound Income Strategies
Florida
$622 – – –
DFA
63
DHJJ Financial Advisors
Illinois
$156 +$157 +10 New
Miracle Mile Advisors
64
Miracle Mile Advisors
California
– -$660K -40,484 Closed
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– -$370K -22,512 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$261K -15,990 Closed
TIM
67
Triad Investment Management
California
– -$193K -11,814 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$191K -11,715 Closed
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
– -$177K -10,878 Closed
RFA
70
Register Financial Advisors
Georgia
– -$50.8K -3,117 Closed
NRG
71
Nemes Rush Group
Michigan
– -$12.2K -750 Closed
Parallel Advisors
72
Parallel Advisors
California
– -$6.42K -394 Closed