Wealth Effects LLC Calamos Convertible Opportunities & Income Fund Transaction History
Wealth Effects LLC
- $241 Million
- Q2 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 16,932 shares of CHI stock, worth $177,108. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,932
Previous 17,853
5.16%
Holding current value
$177,108
Previous $171,000
4.09%
% of portfolio
0.07%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding CHI
# of Institutions
144Shares Held
16.3MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.82MShares$19.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.48MShares$15.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.48MShares$15.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$14.3 Million0.0% of portfolio
-
D.A. Davidson & Co.940KShares$9.83 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 ...