Ep Wealth Advisors, LLC Calamos Convertible Opportunities & Income Fund Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,500 shares of CHI stock, worth $183,520. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,500
Previous 15,500
-0.0%
Holding current value
$183,520
Previous $160,000
9.38%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CHI
# of Institutions
116Shares Held
14.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.56MShares$18.5 Million0.0% of portfolio
-
Ubs Group Ag1.54MShares$18.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.33MShares$15.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.06MShares$12.5 Million0.0% of portfolio
-
D.A. Davidson & Co.842KShares$9.97 Million0.09% of portfolio
About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
- Ticker CHI
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated ...