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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 501 | $217,983 | 2,673 | 0.00 | 2,673 | +Inf | 12-31-2023 | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 502 | $216,225 | 8,243 | 0.00 | 8,243 | +Inf | 12-31-2023 | |
| VERIZON COMMUNICATIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,134 | -24.25 | 12-31-2023 |
| AIR PRODS & CHEMS INC | COM | 504 | $215,754 | 788 | 0.00 | 0.00 | -465 | -37.11 | 12-31-2023 |
