Institute For Wealth Management, Llc. Calamos Convertible Opportunities & Income Fund Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 59,294 shares of CHI stock, worth $619,029. This represents 0.07% of its overall portfolio holdings.
Number of Shares
59,294
Previous 53,689
10.44%
Holding current value
$619,029
Previous $514,000
21.21%
% of portfolio
0.07%
Previous 0.07%
Shares
27 transactions
Others Institutions Holding CHI
# of Institutions
144Shares Held
16.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.82MShares$19 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.48MShares$15.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.48MShares$15.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$14.3 Million0.0% of portfolio
-
D.A. Davidson & Co.940KShares$9.82 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 ...