Legacy Wealth Management, LLC / Ms Calamos Convertible Opportunities & Income Fund Transaction History
Legacy Wealth Management, LLC / Ms
- $329 Billion
- Q2 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 22,877 shares of CHI stock, worth $239,293. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,877
Previous 13,302
71.98%
Holding current value
$239,293
Previous $128 Million
88.66%
% of portfolio
0.07%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding CHI
# of Institutions
143Shares Held
16.3MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.82MShares$19.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.48MShares$15.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.48MShares$15.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$14.3 Million0.0% of portfolio
-
D.A. Davidson & Co.940KShares$9.83 Million0.07% 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 ...