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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 101 | $2,804,693 | 6,421 | 0.00 | 0.00 | 79 | 1.25 | 12-31-2023 |
| MERCADOLIBRE INC | COM | 102 | $2,731,337 | 1,738 | 0.00 | 0.00 | 226 | 14.95 | 12-31-2023 |
| SAP SE | SPON ADR | 103 | $2,722,330 | 17,610 | 0.00 | 0.00 | 4,588 | 35.23 | 12-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 104 | $2,720,370 | 3,594 | 0.00 | 0.00 | 1,007 | 38.93 | 12-31-2023 |
