Trek Financial, LLC Innovator U.S. Equity Buffer E Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding BOCT
# of Institutions
89Shares Held
3.65MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$27.8 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$25.7 Million1.69% of portfolio
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Penserra Capital Management LLC Orinda, CA298KShares$12.8 Million0.27% of portfolio
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Integral Investment Advisors, Inc.247KShares$10.6 Million2.9% of portfolio
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High Tower Advisors, LLC Chicago, IL156KShares$6.71 Million0.01% of portfolio