Wealth Effects LLC Calamos Convertible Opportunities & Income Fund Transaction History
Wealth Effects LLC
- $268 Million
- Q3 2025
A detailed history of Wealth Effects LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Wealth Effects LLC holds 18,006 shares of CHI stock, worth $191,583. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,006
Previous 16,932
6.34%
Holding current value
$191,583
Previous $178,000
8.99%
% of portfolio
0.07%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding CHI
# of Institutions
156Shares Held
18.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.39MShares$25.5 Million0.0% of portfolio
-
Ubs Group Ag2.04MShares$21.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.43MShares$15.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.38MShares$14.7 Million0.0% of portfolio
-
D.A. Davidson & Co.1.02MShares$10.9 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 ...