Sonoma Private Wealth LLC CALAMOS ETF TR Transaction History

Sonoma Private Wealth LLC

  • $72.1 Billion
  • Q1 2025
Number of Shares
15,402
Previous 18,622 17.29%
Holding current value
$429 Million
Previous $513 Million 16.54%
% of portfolio
0.59%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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