Number of Shares
52,982
Previous 53,182 0.38%
Holding current value
$1.27 Billion
Previous $1.29 Billion 1.54%
% of portfolio
0.52%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.