A detailed history of Integrity Wealth Advisors, Inc. transactions in Calamos Long/Short Equity & Dynamic Income Trust stock. As of the latest transaction made, Integrity Wealth Advisors, Inc. holds 89,283 shares of CPZ stock, worth $1.34 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
89,283
Previous 39,995 123.24%
Holding current value
$1.34 Million
Previous $649 Million 122.7%
% of portfolio
0.52%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$16.11 - $16.79 $794,029 - $827,545
49,288 Added 123.24%
89,283 $1.45 Billion
Q2 2025

Aug 14, 2025

SELL
$14.62 - $16.23 $199,840 - $221,847
-13,669 Reduced 25.47%
39,995 $649 Million
Q1 2025

Jun 02, 2025

BUY
$14.91 - $15.74 $41,494 - $43,804
2,783 Added 5.47%
53,664 $835 Million
Q4 2024

Feb 13, 2025

BUY
$14.82 - $15.89 $754,056 - $808,499
50,881 New
50,881 $755 Million

Others Institutions Holding CPZ

About Calamos Long/Short Equity & Dynamic Income Trust


  • Ticker CPZ
  • Exchange NASDAQ
  • Sector N/A
  • Industry N/A
More about CPZ
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