Mascoma Wealth Management LLC Calamos Convertible Opportunities & Income Fund Transaction History
Mascoma Wealth Management LLC
- $416 Million
- Q2 2025
A detailed history of Mascoma Wealth Management LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 3,075 shares of CHI stock, worth $33,517. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,075
Previous 3,075
-0.0%
Holding current value
$33,517
Previous $29,000
10.34%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CHI
# of Institutions
155Shares Held
17.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.28MShares$24.9 Million0.0% of portfolio
-
Ubs Group Ag1.91MShares$20.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.42MShares$15.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.33MShares$14.5 Million0.0% of portfolio
-
D.A. Davidson & Co.984KShares$10.7 Million0.07% 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 ...