A detailed history of Strategies Wealth Advisors, LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 23,662 shares of CSQ stock, worth $430,411. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,662
Previous 23,862 0.84%
Holding current value
$430,411
Previous $402 Million 2.16%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 07, 2024

SELL
$15.71 - $17.51 $3,142 - $3,502
-200 Reduced 0.84%
23,662 $411 Million
Q2 2024

Jul 29, 2024

SELL
$15.29 - $16.92 $53,515 - $59,220
-3,500 Reduced 12.79%
23,862 $402 Million
Q1 2024

Apr 22, 2024

BUY
$14.53 - $16.39 $71,516 - $80,671
4,922 Added 21.93%
27,362 $448 Million
Q4 2023

Jan 22, 2024

BUY
$12.54 - $15.17 $281,397 - $340,414
22,440 New
22,440 $334 Million

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 Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, 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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.