Iht Wealth Management, LLC Calamos Convertible Opportunities & Income Fund Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
A detailed history of Iht Wealth Management, LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Iht Wealth Management, LLC holds 40,680 shares of CHI stock, worth $411,681. This represents 0.01% of its overall portfolio holdings.
Number of Shares
40,680
Previous 40,680
-0.0%
Holding current value
$411,681
Previous $485,000
19.59%
% of portfolio
0.01%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding CHI
# of Institutions
139Shares Held
16.1MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.82MShares$18.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.48MShares$15 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.48MShares$14.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$13.8 Million0.0% of portfolio
-
D.A. Davidson & Co.940KShares$9.52 Million0.07% 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 ...