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 38,780 shares of CHI stock, worth $453,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,780
Holding current value
$453,338
% of portfolio
0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$10.91 - $12.02 $423,089 - $466,135
38,780 New
38,780 $452,000
Q2 2023

Aug 14, 2023

BUY
$9.9 - $11.23 $366 - $415
37 Added 0.27%
13,647 $152,000
Q1 2023

May 15, 2023

BUY
$10.43 - $12.34 $365 - $431
35 Added 0.26%
13,610 $143,000
Q4 2022

Feb 14, 2023

BUY
$9.75 - $11.66 $341 - $408
35 Added 0.26%
13,575 $142,000
Q3 2022

Nov 22, 2022

SELL
$9.66 - $13.0 $2,144 - $2,886
-222 Reduced 1.61%
13,540 $131,000
Q2 2022

Aug 15, 2022

BUY
$10.17 - $13.45 $315 - $416
31 Added 0.23%
13,762 $148,000
Q1 2022

May 16, 2022

BUY
$11.81 - $15.06 $26,277 - $33,508
2,225 Added 19.34%
13,731 $181,000
Q4 2021

Feb 14, 2022

BUY
$14.76 - $16.34 $169,828 - $188,008
11,506 New
11,506 $174,000
Q2 2018

Aug 13, 2018

SELL
$11.05 - $11.97 $15,470 - $16,758
-1,400 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$10.43 - $11.39 $9,136 - $9,977
-876 Reduced 38.49%
1,400 $15,000
Q4 2017

Feb 14, 2018

BUY
$11.13 - $11.72 $15,582 - $16,408
1,400 Added 159.82%
2,276 $25,000
Q3 2017

Nov 14, 2017

BUY
$10.88 - $11.66 $9,530 - $10,214
876
876 $10,000

Others Institutions Holding CHI

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 ...
More about CHI
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