Trek Financial, LLC Innovator U.S. Equity Buffer E Transaction History
Trek Financial, LLC
- $1.54 Billion
- Q3 2025
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 7,163 shares of BJUL stock, worth $356,430. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,163
Previous 6,061
18.18%
Holding current value
$356,430
Previous $285,000
24.56%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding BJUL
# of Institutions
121Shares Held
4.09MCall Options Held
0Put Options Held
0-
Brookstone Capital Management549KShares$27.3 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA379KShares$18.9 Million0.25% of portfolio
-
Integral Investment Advisors, Inc.269KShares$13.4 Million3.73% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ226KShares$11.3 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC225KShares$11.2 Million0.01% of portfolio