Integrity Wealth Advisors, Inc. Calamos Long/Short Equity & Dynamic Income Trust Transaction History

Integrity Wealth Advisors, Inc.

  • $143 Billion
  • Q2 2025

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 39,995 shares of CPZ stock, worth $605,524. This represents 0.45% of its overall portfolio holdings.

Number of Shares
39,995
Previous 53,664 25.47%
Holding current value
$605,524
Previous $835 Million 22.26%
% of portfolio
0.45%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
66
Shares Held
6.44M
Call Options Held
0
Put Options Held
0
View Full List

About Calamos Long/Short Equity & Dynamic Income Trust

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