Kellett Schaffner Wealth Advisors LLC Calamos Strategic Total Return Fund Transaction History
Kellett Schaffner Wealth Advisors LLC
- $124 Million
- Q2 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 14,277 shares of CSQ stock, worth $244,850. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,277
Previous 14,277
-0.0%
Holding current value
$244,850
Previous $233,000
3.0%
% of portfolio
0.19%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding CSQ
# of Institutions
195Shares Held
32.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.77MShares$81.8 Million0.01% of portfolio
-
Ubs Group Ag4.08MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.92MShares$67.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.94MShares$50.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.77MShares$30.4 Million0.01% of portfolio
About CALAMOS STRATEGIC TOTAL RETURN FUND
- Ticker CSQ
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...