Legacy Wealth Management, LLC / Ms Calamos Convertible Opportunities & Income Fund Transaction History
Legacy Wealth Management, LLC / Ms
- $306 Billion
- Q1 2025
A detailed history of Legacy Wealth Management, LLC / Ms transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 13,302 shares of CHI stock, worth $124,240. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,302
Previous 49,411
73.08%
Holding current value
$124,240
Previous $590 Million
78.38%
% of portfolio
0.04%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding CHI
# of Institutions
139Shares Held
15.8MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.87MShares$17.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$16.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.37MShares$12.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.37MShares$12.8 Million0.0% of portfolio
-
D.A. Davidson & Co.910KShares$8.5 Million0.09% 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 ...