BURKETT FINANCIAL SERVICES, LLC CPSL Holdings History
BURKETT FINANCIAL SERVICES, LLC's Calamos Laddered S&P 500 Structured Alt Protection ETF Holding Summary
As of 2025-03-31, BURKETT FINANCIAL SERVICES, LLC held 706,611.00 shares of Calamos Laddered S&P 500 Structured Alt Protection ETF(CPSL), totaling $17.97 Mil. This investment constitutes 7.32% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 34.14% of the outstanding Calamos Laddered S&P 500 Structured Alt Protection ETF(CPSL) stock.
The initial trade took place in 2024Q3. And since then BURKETT FINANCIAL SERVICES, LLC has made 3 purchases of CPSL, at an average price of $25.33, for a total of 706,611.00 shares. Based on historical transaction data and CPSL's current price of $26.27, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his CPSL holdings is $661,224.84, reflecting a 3.69% gain to date.
BURKETT FINANCIAL SERVICES, LLC CPSL ($26.27) Holding Chart
BURKETT FINANCIAL SERVICES, LLC CPSL ($26.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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