Trek Financial, LLC Innovator U.S. Equity Buffer E Transaction History
Trek Financial, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Trek Financial, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Trek Financial, LLC holds 6,989 shares of BJAN stock, worth $311,499. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,989
Previous 8,469
17.48%
Holding current value
$311,499
Previous $394,000
14.97%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BJAN
# of Institutions
117Shares Held
3.6MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$14.9 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$14.3 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.249KShares$11.1 Million3.81% of portfolio
-
Marcum Wealth, LLC157KShares$7.01 Million0.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.45 Million0.01% of portfolio