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 8,411 shares of BJAN stock, worth $449,567. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,411
Previous 8,411
-0.0%
Holding current value
$449,567
Previous $422,000
5.69%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BJAN
# of Institutions
121Shares Held
3.97MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA352KShares$18.8 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC272KShares$14.5 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.251KShares$13.4 Million3.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL164KShares$8.76 Million0.01% of portfolio
-
Marcum Wealth, LLC157KShares$8.41 Million0.64% of portfolio