Number of Shares
644,021.00
Current Holdings Value*
$19.44 Mil
% of Portfolio
7%
Total Estimate Gain
$2.33 Mil
% of Total Estimate Gain
13.64%

BURKETT FINANCIAL SERVICES, LLC's Eagle Capital Select Equity ETF Holding Summary

As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 644,021.00 shares of Eagle Capital Select Equity ETF(EAGL), totaling $19.44 Mil. This investment constitutes 7% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.76% of the outstanding Eagle Capital Select Equity ETF(EAGL) stock.

The initial trade took place in 2024Q3. And since then BURKETT FINANCIAL SERVICES, LLC has made 1 purchases of EAGL, at an average price of $26.52, for a total of 644,690.00 shares. In addition, there have been 1 sales at an average price of $28.17 for 669.00 shares. Based on historical transaction data and EAGL's current price of $30.14, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his EAGL holdings is $2.33 Mil, reflecting a 13.64% gain to date.

BURKETT FINANCIAL SERVICES, LLC EAGL ($30.14) Holding Chart

BURKETT FINANCIAL SERVICES, LLC EAGL ($30.14) 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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