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Merrill Lynch Trust prf shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Merrill Lynch Trust prf shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Merrill Lynch Trust prf

Tip: Access up to 7 years of quarterly data

All positions including Merrill Lynch Trust prf held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merrill Lynch Trust prf by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 400 25.30

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Merrill Lynch Trust prf

Burkett Financial Services

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