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 12,653 shares of BMAR stock, worth $595,323. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,653
Previous 12,653
-0.0%
Holding current value
$595,323
Previous $546,000
4.21%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding BMAR
# of Institutions
99Shares Held
2.56MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$18 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA292KShares$13.8 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.68 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6.17 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.43 Million0.33% of portfolio