Lifeworks Advisors, LLC Calamos Strategic Total Return Fund Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
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 15,956 shares of CSQ stock, worth $296,302. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,956
Previous 15,956
-0.0%
Holding current value
$296,302
Previous $291,000
5.5%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding CSQ
# of Institutions
230Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.78MShares$88.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.3MShares$79.9 Million0.01% of portfolio
-
Ubs Group Ag3.95MShares$73.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.19MShares$59.2 Million0.01% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC2.21MShares$41.1 Million1.43% 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 ...