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 9,175 shares of BSEP stock, worth $394,892. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,175
Previous 9,175
-0.0%
Holding current value
$394,892
Previous $373,000
3.49%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17.1 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.3 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.83 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.78 Million0.82% of portfolio