Confluence Wealth Services, Inc. Calamos Strategic Total Return Fund Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,074 shares of CSQ stock, worth $213,506. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,074
Previous 10,799
2.55%
Holding current value
$213,506
Previous $174,000
15.52%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CSQ
# of Institutions
220Shares Held
38.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.74MShares$91.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.21MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag3.95MShares$76.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.29MShares$63.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62MShares$38.6 Million0.01% of portfolio
About CALAMOS STRATEGIC TOTAL RETURN FUND
- Ticker CSQ
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...