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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

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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
2024-12-31 $10k 400 25.68
2024-09-30 $10k 400 25.54
2024-06-30 $10k 400 25.23
2024-03-31 $10k 400 25.33
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)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
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)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Merrill Lynch Trust prf

Burkett Financial Services

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