Larson Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Larson Financial Group’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
2024 Q2	–	Sell	-305	Closed	-$1.98K	–	2440
2024 Q1	$1.98K	Buy	305 +5	+2%	+$30	﹤0.01%	1361
2023 Q4	$1.73K	Hold	300	–	–	﹤0.01%	1387
2023 Q3	$1.66K	Hold	300	–	–	﹤0.01%	1393
2023 Q2	$1.81K	Hold	300	–	–	﹤0.01%	1282
2023 Q1	$1.79K	Hold	300	–	–	﹤0.01%	1259
2022 Q4	$1.67K	Hold	300	–	–	﹤0.01%	1223
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	1099
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	1014
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	855
2021 Q4	$3K	Buy	+300	New	+$3.02K	﹤0.01%	893
2020 Q3	–	Sell	-527	Closed	-$4K	–	737
2020 Q2	$4K	Buy	527 +16	+3%	+$107	﹤0.01%	503
2020 Q1	$3K	Buy	511 +16	+3%	+$124	﹤0.01%	403
2019 Q4	$4K	Buy	495 +12	+2%	+$100	﹤0.01%	383
2019 Q3	$4K	Buy	483 +13	+3%	+$103	﹤0.01%	377
2019 Q2	$4K	Buy	470 +12	+3%	+$97	﹤0.01%	331
2019 Q1	$4K	Buy	458 +12	+3%	+$92	﹤0.01%	314
2018 Q4	$3K	Buy	+446	New	+$3.37K	﹤0.01%	318

Other funds holding CHW

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

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

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

Baird Financial Group

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

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

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

RPO LLC Stamford, Connecticut $24.8M AUM 14.17% 1-Year Est. Return