Trek Financial, LLC Innovator U.S. Equity Ultra Bu Transaction History
Trek Financial, LLC
- $1.25 Billion
- Q4 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 7,571 shares of UJAN stock, worth $288,682. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,571
Previous 7,919
4.39%
Holding current value
$288,682
Previous $301,000
2.33%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding UJAN
# of Institutions
87Shares Held
2.6MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA540KShares$20.6 Million4.13% of portfolio
-
Commonwealth Equity Services, LLC185KShares$7.05 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH169KShares$6.45 Million0.53% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA136KShares$5.18 Million0.34% of portfolio
-
Mgo One Seven LLC Beachwood, OH113KShares$4.33 Million0.17% of portfolio