Burkett Financial Services, LLC Calamos S&P Structured ALT ETF (Blended) Transaction History

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025
Number of Shares
706,611
Previous 648,763 8.92%
Holding current value
$18 Billion
Previous $16.6 Billion 8.36%
% of portfolio
7.32%
Previous 6.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
57,848 Added 8.92%
706,611 $18 Billion
Q4 2024

Jan 06, 2025
BUY
N/A
57,937 Added 9.81%
648,763 $16.6 Billion
Q3 2024

Oct 08, 2024
BUY
N/A
590,826 New
590,826 $15 Billion
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