Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALAMOS WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 314 | 1,589,399,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $118,694,681 | 616,500 | 0.01 | 0.01 | 16,818 | 2.80 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $111,527,125 | 233,501 | 0.01 | 0.01 | 1,027 | 0.44 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 3 | $82,215,397 | 472,801 | 0.01 | 0.00 | 418,976 | 778.40 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $74,984,489 | 199,406 | 0.00 | 0.00 | 1,371 | 0.69 | 12-31-2023 |
