Atria Wealth Solutions’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Atria Wealth Solutions’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$127K	Buy	+17,872	New	+$117K	﹤0.01%	1425
2023 Q2	–	Sell	-20,658	Closed	-$124K	–	1883
2023 Q1	$124K	Buy	+20,658	New	+$125K	﹤0.01%	1740

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return