Trek Financial, LLC

Q3 2023 13F Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2023
Value
$1.09B
Num holdings
282
Date filed
11/14/2023
Form type
13F-HR
Prev filing
8/14/2023
Next filing
2/8/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type