Barrett & Company, Inc. Pacer Fds Tr Benchmark Data & Transaction History

Barrett & Company, Inc.

$237 Billion
Q4 2024

A detailed history of Barrett & Company, Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Barrett & Company, Inc. holds 11 shares of SRVR stock, worth $328. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$328

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$29.34 - $32.61 $322 - $358	11 New	11 $330,000

Others Institutions Holding SRVR

# of Institutions

113

Shares Held

8.87M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.42M
Shares

$102 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.29M
Shares

$38.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

850K
Shares

$25.4 Million
0.0% of portfolio
Ubs Group Ag

413K
Shares

$12.3 Million
0.0% of portfolio
Foster & Motley Inc Cincinnati, OH

354K
Shares

$10.6 Million
0.69% of portfolio

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About PACER FDS TR BENCHMARK DATA &

Ticker SRVR
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