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Sunburst Financial Group, LLC → DUK-PA

Sunburst Financial Group, LLC DUK-PA Position History

DUK-PA

Quarters held
6
Latest value
$26.1M
Q3 2026
Peak value
$26.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19.6M
Q4 2025$21.4M
Q1 2026$21.1M
Q1 2026$21.1M
Q2 2026$24M
Q3 2026$26.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$26.1M958.9K——
Q2 2026$24M834.5K——
Q1 2026$21.1M772.2K——
Q1 2026$21.1M772.2K——
Q4 2025$21.4M752.4K——
Q3 2025$19.6M678.4K——

Other funds holding DUK-PA

Other Sunburst Financial Group, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$67.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.6M
FIS

FIDELITY MERRIMACK STR TR

$56M
SCHW-PJ

SCHWAB STRATEGIC TR

$55.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$54.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$54.6M
ABTC

ETF SER SOLUTIONS

$54.6M
FIS

FIDELITY MERRIMACK STR TR

$54.1M