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 6,220 shares of BJUL stock, worth $268,393. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,220
Previous 7,000
11.14%
Holding current value
$268,393
Previous $305,000
9.18%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BJUL
# of Institutions
118Shares Held
3.48MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$14.7 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.258KShares$11.1 Million3.11% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.29 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$8.54 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL175KShares$7.55 Million0.01% of portfolio