Number of Shares
12.10 Mil
Current Holdings Value*
$11.86 Mil
% of Portfolio
23.42%
Total Estimate Gain
$328.15 Mil
% of Total Estimate Gain
50.67%

Guggenheim Limited Duration Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, GUGGENHEIM FUNDS TRUST held 12.10 Mil shares of Wells Fargo & Co(WFC), totaling $11.86 Mil. This investment constitutes 23.42% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0.37% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2022Q1. And since then Guggenheim Limited Duration Fund has made 1 purchases of WFC, at an average price of $53.52, for a total of 12.10 Mil shares. Based on historical transaction data and WFC's current price of $80.64, Guggenheim Limited Duration Fund's estimated gain on his WFC holdings is $328.15 Mil, reflecting a 50.67% gain to date.

Guggenheim Limited Duration Fund WFC ($80.64) Holding Chart

Guggenheim Limited Duration Fund WFC ($80.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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