Ep Wealth Advisors, LLC Calamos Convertible & High Income Fund Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Calamos Convertible & High Income Fund stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 20,226 shares of CHY stock, worth $208,732. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,226
Previous 16,880
19.82%
Holding current value
$208,732
Previous $201,000
21.89%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CHY
# of Institutions
137Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.25MShares$23.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.23MShares$12.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$12.4 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL754KShares$7.78 Million0.08% of portfolio
-
Royal Bank Of Canada Toronto, A6736KShares$7.6 Million0.0% of portfolio
About CALAMOS CONVERTIBLE & HIGH INCOME FUND
- Ticker CHY
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Convertible and High 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 Ba or low...