Napa Wealth Management Pacer Fds Tr Benchmark Data & Transaction History

Napa Wealth Management

$231 Billion
Q4 2024

A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Napa Wealth Management holds 17,395 shares of SRVR stock, worth $546,203. This represents 0.23% of its overall portfolio holdings.

Number of Shares

17,395

Holding current value

$546,203

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$29.34 - $32.61 $510,369 - $567,250	17,395 New	17,395 $522 Million

Others Institutions Holding SRVR

# of Institutions

112

Shares Held

8.51M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.28M
Shares

$103 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.28M
Shares

$40.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

673K
Shares

$21.1 Million
0.0% of portfolio
Ubs Group Ag

416K
Shares

$13 Million
0.0% of portfolio
Foster & Motley Inc Cincinnati, OH

354K
Shares

$11.1 Million
0.69% of portfolio

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About PACER FDS TR BENCHMARK DATA &

Ticker SRVR
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Napa Wealth Management Pacer Fds Tr Benchmark Data & Transaction History