Principle Wealth Partners LLC CVRT Holdings History
Principle Wealth Partners LLC's Calamos Convertible Equity Alternative ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 92,612.00 shares of Calamos Convertible Equity Alternative ETF(CVRT), totaling $2.65 Mil. This investment constitutes 0.19% of their stock portfolio, and Principle Wealth Partners LLC now holds 26.46% of the outstanding Calamos Convertible Equity Alternative ETF(CVRT) stock.
The initial trade took place in 2025Q1. And since then Principle Wealth Partners LLC has made 1 purchases of CVRT, at an average price of $30.27, for a total of 92,612.00 shares. Based on historical transaction data and CVRT's current price of $33.87, Principle Wealth Partners LLC's estimated gain on his CVRT holdings is $333,393.94, reflecting a 11.89% gain to date.
Principle Wealth Partners LLC CVRT ($33.87) Holding Chart
Principle Wealth Partners LLC CVRT ($33.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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