Trek Financial, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Trek Financial, LLC
- $1.29 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding FDEC
# of Institutions
154Shares Held
9.05MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY849KShares$38.2 Million1.07% of portfolio
-
Envestnet Asset Management Inc685KShares$30.9 Million0.01% of portfolio
-
Griffith & Werner, Inc. Canton, GA558KShares$25.2 Million15.07% of portfolio
-
Commonwealth Equity Services, LLC525KShares$23.7 Million0.03% of portfolio
-
Cwm, LLC381KShares$17.2 Million0.07% of portfolio