Proactive Wealth Strategies LLC Pacer Fds Tr Benchmark Data & Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,427 shares of SRVR stock, worth $415,162. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,427Holding current value
$415,162% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SRVR
# of Institutions
109Shares Held
8.87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.42MShares$106 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.29MShares$39.9 Million0.04% of portfolio
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Morgan Stanley New York, NY850KShares$26.3 Million0.0% of portfolio
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Ubs Group Ag413KShares$12.8 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH366KShares$11.3 Million0.75% of portfolio