Trek Financial, LLC Innovator U.S. Equity Buffer E Transaction History
Trek Financial, LLC
- $1.29 Billion
- Q1 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 6,220 shares of BJUL stock, worth $275,546. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,220
Previous 6,220
-0.0%
Holding current value
$275,546
Previous $277,000
3.25%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$25 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA400KShares$17.7 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.264KShares$11.7 Million3.74% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$11.1 Million0.03% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.24 Million0.85% of portfolio