Sonoma Private Wealth LLC CALAMOS ETF TR Transaction History

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 2024
Number of Shares
18,622
Previous 18,359 1.43%
Holding current value
$513 Million
Previous $531 Million 3.22%
% of portfolio
0.83%
Previous 0.83%

Shares

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