Trek Financial, LLC Innovator U.S. Equity Buffer E Transaction History
Trek Financial, LLC
- $1.39 Billion
- Q2 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 6,061 shares of BJUL stock, worth $291,897. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,061
Previous 6,220
2.56%
Holding current value
$291,897
Previous $268,000
6.34%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding BJUL
# of Institutions
112Shares Held
3.86MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC587KShares$28.3 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA374KShares$18 Million0.25% of portfolio
-
Integral Investment Advisors, Inc.262KShares$12.6 Million3.64% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$12.1 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL174KShares$8.37 Million0.01% of portfolio