Marks Group Wealth Management, Inc Calamos Convertible Opportunities & Income Fund Transaction History
Marks Group Wealth Management, Inc
- $1 Billion
- Q3 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 146,444 shares of CHI stock, worth $1.69 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
146,444
Previous 145,774
0.46%
Holding current value
$1.69 Million
Previous $1.7 Million
0.77%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding CHI
# of Institutions
130Shares Held
15.1MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.88MShares$21.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.73MShares$19.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.34MShares$15.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.32MShares$15.2 Million0.0% of portfolio
-
D.A. Davidson & Co.891KShares$10.3 Million0.09% 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 ...