Ever Source Wealth Advisors, LLC Calamos Dynamic Convertible & Income Fund Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Calamos Dynamic Convertible & Income Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,000 shares of CCD stock, worth $41,500. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$41,500
Previous $40,000
5.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CCD
# of Institutions
81Shares Held
4.68MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.632KShares$13.1 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA473KShares$9.81 Million0.0% of portfolio
-
Landscape Capital Management, L.L.C.389KShares$8.07 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC329KShares$6.83 Million0.0% of portfolio
-
Morgan Stanley New York, NY321KShares$6.65 Million0.0% of portfolio
About Calamos Dynamic Convertible & Income Fund
- Ticker CCD
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Dynamic Convertible 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 portfolio of convertible securities, investment grade and below investment grade bonds, loa...