Trek Financial, LLC

Q3 2024 13F Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2024
Value
$1.34B
Value excl. options
$1.34B
Num holdings
390
Date filed
11/14/2024
Form type
13F-HR
Prev filing
8/12/2024
Next filing
2/13/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type