A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,942 shares of CSQ stock, worth $368,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,942
Previous 21,322 1.78%
Holding current value
$368,998
Previous $359,000 1.11%
% 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
$15.71 - $17.51 $5,969 - $6,653
-380 Reduced 1.78%
20,942 $363,000
Q2 2024

Jul 16, 2024

SELL
$15.29 - $16.92 $34,127 - $37,765
-2,232 Reduced 9.48%
21,322 $359,000
Q1 2024

Apr 15, 2024

BUY
$14.53 - $16.39 $57,204 - $64,527
3,937 Added 20.07%
23,554 $385,000
Q4 2023

Jan 30, 2024

SELL
$12.54 - $15.17 $161,088 - $194,873
-12,846 Reduced 39.57%
19,617 $291,000
Q3 2023

Nov 13, 2023

BUY
$14.05 - $15.28 $456,105 - $496,034
32,463 New
32,463 $456,000

Others Institutions Holding CSQ

About CALAMOS STRATEGIC TOTAL RETURN FUND


  • Ticker CSQ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...
More about CSQ
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.