Trek Financial, LLC

Q1 2024 13F Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2024
Value
$1.26B
Num holdings
387
Date filed
5/14/2024
Form type
13F-HR
Prev filing
2/8/2024
Next filing
8/12/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type