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

Burkett Financial Services, LLC

  • $278 Billion
  • Q2 2025
Number of Shares
3,481
Previous 4,445 21.69%
Holding current value
$90.9 Million
Previous $112 Million 18.79%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jul 01, 2025
SELL
N/A
-964 Reduced 21.69%
3,481 $90.9 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-1,190 Reduced 21.12%
4,445 $112 Million
Q3 2024

Oct 08, 2024
BUY
N/A
5,635 New
5,635 $141 Million
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