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 8,345 shares of BSEP stock, worth $360,253. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,345
Previous 8,345
-0.0%
Holding current value
$360,253
Previous $358,000
2.79%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
106Shares Held
3.05MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA415KShares$17.9 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC307KShares$13.2 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$11.7 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY154KShares$6.65 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL135KShares$5.84 Million0.01% of portfolio