Ae Wealth Management LLC Pacer Fds Tr Benchmark Data & Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Ae Wealth Management LLC holds 11,478 shares of SRVR stock, worth $335,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,478
Previous 3,372 240.39%
Holding current value
$335,731
Previous $106,000 216.04%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$29.22 - $32.13 $236,857 - $260,445
8,106 Added 240.39%
11,478 $335,000
Q3 2025

Nov 03, 2025
BUY
$30.4 - $33.62 $94,939 - $104,995
3,123 Added 1254.22%
3,372 $106,000
Q2 2025

Aug 06, 2025
BUY
$26.53 - $32.81 $557 - $689
21 Added 9.21%
249 $8,000
Q1 2025

May 06, 2025
BUY
$28.69 - $31.94 $401 - $447
14 Added 6.54%
228 $6,000
Q4 2024

Feb 13, 2025
BUY
$29.34 - $32.61 $6,278 - $6,978
214 New
214 $6,000
Q3 2021

Nov 01, 2021
SELL
$38.92 - $43.2 $794,201 - $881,539
-20,406 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$36.41 - $41.53 $742,982 - $847,461
20,406 New
20,406 $823,000
Q1 2021

Apr 27, 2021
SELL
$32.86 - $37.5 $268,039 - $305,887
-8,157 Closed
0 $0
Q4 2020

Feb 01, 2021
SELL
$34.07 - $36.95 $5.71 Million - $6.19 Million
-167,578 Reduced 95.36%
8,157 $292,000
Q3 2020

Nov 06, 2020
BUY
$34.18 - $37.76 $6.01 Million - $6.64 Million
175,735 New
175,735 $6.21 Million

Others Institutions Holding SRVR

# of Institutions
117
Shares Held
9.33M
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
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