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

Burkett Financial Services, LLC

  • $278 Billion
  • Q2 2025
Number of Shares
1,678
Previous 1,678 -0.0%
Holding current value
$43.7 Million
Previous $41.6 Million 5.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 11, 2025
SELL
N/A
-118 Reduced 6.57%
1,678 $41.6 Million
Q4 2024

Jan 06, 2025
SELL
N/A
-1,174 Reduced 39.53%
1,796 $44.9 Million
Q3 2024

Oct 08, 2024
BUY
N/A
2,970 New
2,970 $73.4 Million
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