VWM
CHW

Venturi Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-1,921
Closed -$13K – 793
2024
Q4 		$13K Hold
1,921
– – ﹤0.01% 1367
2024
Q3 		$13.8K Hold
1,921
– – ﹤0.01% 1119
2024
Q2 		$13.2K Hold
1,921
– – ﹤0.01% 1041
2024
Q1 		$12.5K Hold
1,921
– – ﹤0.01% 874
2023
Q4 		$11.1K Hold
1,921
– – ﹤0.01% 856
2023
Q3 		$10.6K Hold
1,921
– – ﹤0.01% 799
2023
Q2 		$11.6K Hold
1,921
– – ﹤0.01% 635
2023
Q1 		$11.5K Buy
+1,921
New +$11.6K ﹤0.01% 692

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MP
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return