Trek Financial, LLC Innovator Growth 100 Power Buf Transaction History

Trek Financial, LLC

$1.24 Billion
Q3 2024

A detailed history of Trek Financial, LLC transactions in Innovator Growth 100 Power Buf stock. As of the latest transaction made, Trek Financial, LLC holds 8,374 shares of NJUL stock, worth $513,661. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,374

Holding current value

$513,661

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$56.73 - $60.88 $475,057 - $509,809	8,374 New	8,374 $509,000

Others Institutions Holding NJUL

# of Institutions

105

Shares Held

3.12M

Call Options Held

Put Options Held

Round Table Services, LLC

483K
Shares

$29.6 Million
3.99% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

163K
Shares

$10 Million
0.02% of portfolio
Mai Capital Management

128K
Shares

$7.87 Million
0.08% of portfolio
High Tower Advisors, LLC Chicago, IL

115K
Shares

$7.03 Million
0.01% of portfolio
Personal Cfo Solutions, LLC

110K
Shares

$6.74 Million
0.95% of portfolio

View Full List

About INNOVATOR GROWTH-100 POWER BUF

Ticker NJUL
Sector Technology

More about NJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.

Account