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 12,653 shares of BMAR stock, worth $602,156. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,653
Previous 12,653
-0.0%
Holding current value
$602,156
Previous $569,000
2.64%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding BMAR
# of Institutions
103Shares Held
2.58MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$18.2 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA332KShares$15.8 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.56 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.7 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.49 Million0.33% of portfolio