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

Burkett Financial Services, LLC

  • $245 Billion
  • Q1 2025
Number of Shares
4,445
Previous 5,635 21.12%
Holding current value
$112 Million
Previous $143 Million 21.55%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Choose your preferred platform and Sign Up 👇 Telegram Email