Trek Financial, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Trek Financial, LLC
- $1.25 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding DDEC
# of Institutions
108Shares Held
3.4MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$10.4 Million0.02% of portfolio
-
Fischer Investment Strategies, LLC Westlake Village, CA194KShares$7.6 Million6.2% of portfolio
-
Kestra Advisory Services, LLC190KShares$7.41 Million0.04% of portfolio
-
Spinnaker Trust136KShares$5.31 Million0.35% of portfolio
-
Beacon Financial Group135KShares$5.3 Million0.61% of portfolio