Burkett Financial Services, LLC Calamos S&P 500 Structured ALT ETF (December) Transaction History

Burkett Financial Services, LLC

  • $278 Billion
  • Q2 2025
Number of Shares
52,246
Previous 52,982 1.39%
Holding current value
$1.3 Billion
Previous $1.27 Billion 2.36%
% of portfolio
0.47%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
N/A
-736 Reduced 1.39%
52,246 $1.3 Billion
Q1 2025

Apr 11, 2025
SELL
N/A
-200 Reduced 0.38%
52,982 $1.27 Billion
Q4 2024

Jan 06, 2025
BUY
N/A
53,182 New
53,182 $1.29 Billion
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