Lifeworks Advisors, LLC Calamos Strategic Total Return Fund Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 29,619 shares of CSQ stock, worth $496,414. This represents 0.1% of its overall portfolio holdings.
Number of Shares
29,619
Previous 29,619
-0.0%
Holding current value
$496,414
Previous $513,000
2.14%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding CSQ
# of Institutions
215Shares Held
36.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.74MShares$79.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.35MShares$72.9 Million0.01% of portfolio
-
Ubs Group Ag4.18MShares$70.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.15MShares$52.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.13MShares$35.8 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 ...