Wealth Enhancement Advisory Services, LLC Calamos Long/Short Equity & Dynamic Income Trust Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Calamos Long/Short Equity & Dynamic Income Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,667 shares of CPZ stock, worth $329,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,667

Previous 18,960 9.0%

Holding current value

$329,431

Previous $281,000 14.23%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$14.91 - $15.74 $25,451 - $26,868	1,707 Added 9.0%	20,667 $321,000
Q4 2024 Mar 17, 2025	SELL	$14.82 - $15.89 $164,931 - $176,839	-11,129 Reduced 36.99%	18,960 $281,000
Q3 2024 Oct 23, 2024	SELL	$15.15 - $15.95 $21,361 - $22,489	-1,410 Reduced 4.48%	30,089 $472,000
Q2 2024 Jul 16, 2024	SELL	$14.93 - $15.79 $1,418 - $1,500	-95 Reduced 0.3%	31,499 $480,000
Q1 2024 Apr 15, 2024	BUY	$14.52 - $15.43 $27,094 - $28,792	1,866 Added 6.28%	31,594 $487,000
Q4 2023 Jan 30, 2024	SELL	$13.44 - $14.93 $225,160 - $250,122	-16,753 Reduced 36.04%	29,728 $429,000
Q3 2023 Nov 13, 2023	BUY	$14.56 - $15.88 $676,763 - $738,118	46,481 New	46,481 $687,000

Others Institutions Holding CPZ

# of Institutions

Shares Held

6.47M

Call Options Held

Put Options Held

View Full List

About Calamos Long/Short Equity & Dynamic Income Trust

Ticker CPZ
Exchange NASDAQ
Sector N/A
Industry N/A

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Wealth Enhancement Advisory Services, LLC Calamos Long/Short Equity & Dynamic Income Trust Transaction History