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 11,482 shares of UFEB stock, worth $379,480. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,482
Previous 11,482
-0.0%
Holding current value
$379,480
Previous $363,000
2.75%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
1.03MCall Options Held
0Put Options Held
0-
Truist Financial Corp122KShares$4.02 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.39 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC75.1KShares$2.48 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.44 Million0.01% of portfolio
-
Brookstone Capital Management57.3KShares$1.89 Million0.03% of portfolio