Bernard Wealth Management Corp. Pacer Fds Tr Benchmark Data & Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 2 shares of SRVR stock, worth $63. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$63

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 14, 2025	BUY	$30.4 - $33.62 $60 - $67	2 New	2 $64,000

Others Institutions Holding SRVR

# of Institutions

121

Shares Held

9.09M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.86M
Shares

$90.6 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.24M
Shares

$39.3 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.13M
Shares

$35.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

649K
Shares

$20.6 Million
0.0% of portfolio
Ubs Group Ag

453K
Shares

$14.4 Million
0.0% of portfolio

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About PACER FDS TR BENCHMARK DATA &

Ticker SRVR
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Bernard Wealth Management Corp. Pacer Fds Tr Benchmark Data & Transaction History