Congress Wealth Management LLC Calamos Convertible Opportunities & Income Fund Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Congress Wealth Management LLC holds 32,996 shares of CHI stock, worth $351,077. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,996Holding current value
$351,077% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CHI
# of Institutions
155Shares Held
18.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.39MShares$25.5 Million0.0% of portfolio
-
Ubs Group Ag2.04MShares$21.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.43MShares$15.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.38MShares$14.7 Million0.0% of portfolio
-
D.A. Davidson & Co.1.02MShares$10.9 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 ...