Kellett Schaffner Wealth Advisors LLC Calamos Strategic Total Return Fund Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 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 13,477 shares of CSQ stock, worth $247,168. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,477
Previous 13,477
-0.0%
Holding current value
$247,168
Previous $233,000
2.15%
% of portfolio
0.21%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding CSQ
# of Institutions
203Shares Held
36MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.8MShares$88.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.22MShares$77.4 Million0.01% of portfolio
-
Ubs Group Ag4.15MShares$76.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.99MShares$54.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.13MShares$39.2 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 ...