BFS
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Burkett Financial Services’s Viatris VTRS Stock Holding History

Burkett Financial Services’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-135
Closed -$1.2K – 238
2025
Q2 		$1.2K Buy
135
+2
+2% +$17 ﹤0.01% 210
2025
Q1 		$1.16K Buy
133
+2
+2% +$21 ﹤0.01% 233
2024
Q4 		$1.64K Buy
131
+1
+0.8% +$12 ﹤0.01% 199
2024
Q3 		$1.51K Sell
130
-17
-12% -$196 ﹤0.01% 194
2024
Q2 		$1.56K Buy
147
+2
+1% +$22 ﹤0.01% 177
2024
Q1 		$1.74K Buy
145
+1
+0.7% +$12 ﹤0.01% 178
2023
Q4 		$1.56K Buy
+144
New +$1.38K ﹤0.01% 176

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BlackRock
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DSA
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State Street
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Dimensional Fund Advisors
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Geode Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return