Acorn Financial Advisory Services Inc Pacer Fds Tr Benchmark Data & Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 44,404 shares of SRVR stock, worth $1.38 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

44,404

Previous 46,374 4.25%

Holding current value

$1.38 Million

Previous $1.49 Million 10.67%

% of portfolio

0.25%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$29.34 - $32.61 $57,799 - $64,241	-1,970 Reduced 4.25%	44,404 $1.33 Million
Q3 2024 Nov 01, 2024	BUY	$27.19 - $32.45 $5,628 - $6,717	207 Added 0.45%	46,374 $1.49 Million
Q2 2024 Aug 01, 2024	BUY	$25.95 - $28.32 $42,635 - $46,529	1,643 Added 3.69%	46,167 $1.26 Million
Q1 2024 May 08, 2024	BUY	$27.9 - $30.01 $115,924 - $124,691	4,155 Added 10.29%	44,524 $1.28 Million
Q4 2023 Jan 17, 2024	BUY	$24.18 - $29.94 $323,891 - $401,046	13,395 Added 49.66%	40,369 $1.2 Million
Q3 2023 Oct 10, 2023	BUY	$25.28 - $30.13 $58,978 - $70,293	2,333 Added 9.47%	26,974 $698,000
Q2 2023 Jul 20, 2023	SELL	$27.46 - $30.07 $21,858 - $23,935	-796 Reduced 3.13%	24,641 $719,000
Q1 2023 Apr 26, 2023	BUY	$28.16 - $32.76 $2,759 - $3,210	98 Added 0.39%	25,437 $754,000
Q4 2022 Jan 20, 2023	SELL	$26.27 - $30.94 $4,282 - $5,043	-163 Reduced 0.64%	25,339 $0
Q3 2022 Oct 12, 2022	BUY	$28.45 - $37.5 $1,138 - $1,500	40 Added 0.16%	25,502 $731,000
Q2 2022 Jul 12, 2022	BUY	$32.66 - $40.41 $30,210 - $37,379	925 Added 3.77%	25,462 $878,000
Q1 2022 Apr 18, 2022	BUY	$35.08 - $42.85 $106,783 - $130,435	3,044 Added 14.16%	24,537 $955,000
Q4 2021 Jan 31, 2022	BUY	$38.19 - $43.28 $6,645 - $7,530	174 Added 0.82%	21,493 $932,000
Q3 2021 Nov 15, 2021	BUY	$38.92 - $43.2 $8,251 - $9,158	212 Added 1.0%	21,319 $828,000
Q2 2021 Jul 23, 2021	SELL	$36.41 - $41.53 $27,307 - $31,147	-750 Reduced 3.43%	21,107 $850,000
Q1 2021 Apr 12, 2021	BUY	$32.86 - $37.5 $76,399 - $87,187	2,325 Added 11.9%	21,857 $798,000
Q4 2020 Jan 25, 2021	BUY	$34.07 - $36.95 $57,612 - $62,482	1,691 Added 9.48%	19,532 $701,000
Q3 2020 Oct 15, 2020	BUY	$34.18 - $37.76 $66,069 - $72,990	1,933 Added 12.15%	17,841 $631,000
Q2 2020 Jul 10, 2020	BUY	$29.36 - $35.96 $15,149 - $18,555	516 Added 3.35%	15,908 $566,000
Q1 2020 Apr 15, 2020	BUY	$24.56 - $36.82 $85,247 - $127,802	3,471 Added 29.12%	15,392 $472,000
Q4 2019 Jan 27, 2020	BUY	$30.15 - $32.65 $359,418 - $389,220	11,921 New	11,921 $386,000

Others Institutions Holding SRVR

# of Institutions

112

Shares Held

8.52M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR BENCHMARK DATA &

Ticker SRVR
Sector ETFs
Industry ETFs

More about SRVR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Pacer Fds Tr Benchmark Data & Transaction History