Burkett Financial Services, LLC Calamos Russell 2000 Structured ALT ETF (January) Transaction History

Burkett Financial Services, LLC

  • $278 Billion
  • Q2 2025
Number of Shares
11,971
Previous 6,810 75.79%
Holding current value
$300 Million
Previous $167 Million 79.24%
% of portfolio
0.11%
Previous 0.07%

Shares

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

Jul 01, 2025
BUY
N/A
5,161 Added 75.79%
11,971 $300 Million
Q1 2025

Apr 11, 2025
BUY
N/A
6,810 New
6,810 $167 Million
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