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

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

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 30,089 shares of CPZ stock, worth $473,299. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,089
Previous 30,089 -0.0%
Holding current value
$473,299
Previous $472,000 5.51%
% 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
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
50
Shares Held
6.74M
Call Options Held
0
Put Options Held
0
View Full List

About Calamos Long/Short Equity & Dynamic Income Trust

CPZ Quotes by TradingView
  • Ticker CPZ
  • Exchange NASDAQ
  • Sector N/A
  • Industry N/A
More about CPZ
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