Sonoma Private Wealth LLC CALAMOS ETF TR Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024
Number of Shares
18,359
Previous 15,605 17.65%
Holding current value
$531 Million
Previous $421 Million 26.09%
% of portfolio
0.83%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
N/A
2,754 Added 17.65%
18,359 $531 Million
Q2 2024

Aug 14, 2024
BUY
N/A
15,605 New
15,605 $421 Million
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