Primoris Wealth Advisors, LLC Calamos Dynamic Convertible & Income Fund Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Calamos Dynamic Convertible & Income Fund stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 12,950 shares of CCD stock, worth $302,771. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,950
Previous 11,700
10.68%
Holding current value
$302,771
Previous $231,000
22.08%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding CCD
# of Institutions
65Shares Held
4.29MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA949KShares$22.2 Million0.01% of portfolio
-
D.A. Davidson & Co.519KShares$12.1 Million0.1% of portfolio
-
Guggenheim Capital LLC Chicago, IL349KShares$8.15 Million0.05% of portfolio
-
Morgan Stanley New York, NY301KShares$7.05 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC293KShares$6.86 Million0.0% of portfolio
About Calamos Dynamic Convertible & Income Fund
- Ticker CCD
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Dynamic Convertible 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 portfolio of convertible securities, investment grade and below investment grade bonds, loa...