Trek Financial, LLC Innovator U.S. Equity Ultra Bu Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 2024
A detailed history of Trek Financial, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Trek Financial, LLC holds 14,885 shares of UDEC stock, worth $526,780. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,885
Previous 32,665
54.43%
Holding current value
$526,780
Previous $1.12 Million
53.57%
% of portfolio
0.04%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding UDEC
# of Institutions
55Shares Held
1.36MCall Options Held
0Put Options Held
0-
Brookstone Capital Management108KShares$3.84 Million0.06% of portfolio
-
Mgo One Seven LLC Beachwood, OH98.9KShares$3.5 Million0.15% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.6KShares$3.42 Million0.29% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA96.1KShares$3.4 Million0.75% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$3.32 Million0.0% of portfolio