Ep Wealth Advisors, LLC Calamos Convertible & High Income Fund Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Calamos Convertible & High Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,487 shares of CHY stock, worth $188,446. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,487
Previous 20,517
19.64%
Holding current value
$188,446
Previous $207,000
12.56%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding CHY
# of Institutions
155Shares Held
13.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.49MShares$17 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$14.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$13.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY927KShares$10.6 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL719KShares$8.22 Million0.06% of portfolio
About CALAMOS CONVERTIBLE & HIGH INCOME FUND
- Ticker CHY
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Convertible and High 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 Ba or low...