Sonoma Private Wealth LLC CALAMOS ETF TR Transaction History

Sonoma Private Wealth LLC

  • $83.7 Billion
  • Q3 2025
Number of Shares
14,099
Previous 15,411 8.51%
Holding current value
$410 Million
Previous $439 Million 6.51%
% of portfolio
0.49%
Previous 0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-1,312 Reduced 8.51%
14,099 $410 Million
Q2 2025

Aug 13, 2025
BUY
N/A
9 Added 0.06%
15,411 $439 Million
Q1 2025

May 15, 2025
SELL
N/A
-3,220 Reduced 17.29%
15,402 $429 Million
Q4 2024

Feb 06, 2025
BUY
N/A
263 Added 1.43%
18,622 $513 Million
Q3 2024

Oct 17, 2024
BUY
N/A
2,754 Added 17.65%
18,359 $531 Million
Q2 2024

Aug 14, 2024
BUY
N/A
15,605 New
15,605 $421 Million
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