A detailed history of Litman Gregory Wealth Management LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 21,500 shares of CSQ stock, worth $386,570. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,500
Holding current value
$386,570
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$15.71 - $17.51 $337,765 - $376,465
21,500 New
21,500 $372,000

Others Institutions Holding CSQ

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 ...
More about CSQ
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.