Trek Financial, LLC Innovator U.S. Equity Buffer E Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 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 7,000 shares of BJUL stock, worth $310,170. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,000
Previous 6,050
15.7%
Holding current value
$310,170
Previous $252,000
21.03%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
4.55MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$25.5 Million0.04% of portfolio
-
Brookstone Capital Management374KShares$16.6 Million0.27% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.3 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.6 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.2 Million3.03% of portfolio