Copia Wealth Management Pacer Fds Tr Benchmark Data & Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Copia Wealth Management holds 11,777 shares of SRVR stock, worth $380,161. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,777
Previous 1,912 515.95%
Holding current value
$380,161
Previous $56.1 Million 578.28%
% of portfolio
0.32%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$26.53 - $32.81 $261,718 - $323,670
9,865 Added 515.95%
11,777 $381 Million
Q1 2025

Apr 17, 2025
BUY
$28.69 - $31.94 $18,361 - $20,441
640 Added 50.31%
1,912 $56.1 Million
Q4 2024

Mar 06, 2025
BUY
$29.34 - $32.61 $37,320 - $41,479
1,272 New
1,272 $38.1 Million

Others Institutions Holding SRVR

# of Institutions
121
Shares Held
8.35M
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 Copia Wealth Management Portfolio

Follow Copia Wealth Management 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 Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email