Bkm Wealth Management, LLC Pacer Fds Tr Benchmark Data & Transaction History

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

A detailed history of Bkm Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 20,128 shares of SRVR stock, worth $622,357. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,128
Previous 21,121 4.7%
Holding current value
$622,357
Previous $577 Million 12.03%
% of portfolio
0.26%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$27.19 - $32.45 $26,999 - $32,222
-993 Reduced 4.7%
20,128 $647 Million
Q2 2024

Jul 24, 2024
BUY
$25.95 - $28.32 $26,728 - $29,169
1,030 Added 5.13%
21,121 $577 Million
Q1 2024

Apr 18, 2024
SELL
$27.9 - $30.01 $41,877 - $45,045
-1,501 Reduced 6.95%
20,091 $576 Million
Q4 2023

Jan 10, 2024
BUY
$24.18 - $29.94 $522,094 - $646,464
21,592 New
21,592 $644 Million

Others Institutions Holding SRVR

# of Institutions
109
Shares Held
8.87M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • Ticker SRVR
  • Sector ETFs
  • Industry ETFs
More about SRVR
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email