Kestra Private Wealth Services, LLC Calamos Dynamic Convertible & Income Fund Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Calamos Dynamic Convertible & Income Fund stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 24,592 shares of CCD stock, worth $510,284. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,592
Previous 23,489
4.7%
Holding current value
$510,284
Previous $473,000
9.3%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding CCD
# of Institutions
81Shares Held
4.67MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.632KShares$13.1 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA473KShares$9.81 Million0.0% of portfolio
-
Landscape Capital Management, L.L.C.389KShares$8.07 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC329KShares$6.83 Million0.0% of portfolio
-
Morgan Stanley New York, NY321KShares$6.65 Million0.0% of portfolio
About Calamos Dynamic Convertible & Income Fund
- Ticker CCD
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Dynamic Convertible 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 portfolio of convertible securities, investment grade and below investment grade bonds, loa...