Mark Sheptoff Financial Planning, LLC Calamos Strategic Total Return Fund Transaction History
Mark Sheptoff Financial Planning, LLC
- $176 Million
- Q2 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 872 shares of CSQ stock, worth $15,059. This represents 0.01% of its overall portfolio holdings.
Number of Shares
872
Previous 1,000
12.8%
Holding current value
$15,059
Previous $16,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CSQ
# of Institutions
194Shares Held
32.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.77MShares$82.4 Million0.01% of portfolio
-
Ubs Group Ag4.08MShares$70.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.92MShares$67.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.94MShares$50.7 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.77MShares$30.6 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 ...