A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 48,750 shares of CHI stock, worth $574,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48,750
Previous 44,180 10.34%
Holding current value
$574,275
Previous $514,000 10.51%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$10.91 - $12.02 $49,858 - $54,931
4,570 Added 10.34%
48,750 $568,000
Q2 2024

Jul 16, 2024

SELL
$10.55 - $11.87 $2,215 - $2,492
-210 Reduced 0.47%
44,180 $514,000
Q1 2024

Apr 15, 2024

BUY
$10.04 - $11.54 $27,710 - $31,850
2,760 Added 6.63%
44,390 $503,000
Q4 2023

Jan 30, 2024

SELL
$9.74 - $10.99 $15,135 - $17,078
-1,554 Reduced 3.6%
41,630 $431,000
Q3 2023

Nov 13, 2023

BUY
$10.32 - $11.36 $445,658 - $490,570
43,184 New
43,184 $455,000

Others Institutions Holding CHI

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 ...
More about CHI
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