Caliber Wealth Management, LLC Pacer Fds Tr Benchmark Data & Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$28.45 - $37.5 $21,394 - $28,200	752 Added 2.88%	26,894 $770,000
Q2 2022 Jul 12, 2022	BUY	$32.66 - $40.41 $18,126 - $22,427	555 Added 2.17%	26,142 $900,000
Q1 2022 Apr 14, 2022	SELL	$35.08 - $42.85 $169,015 - $206,451	-4,818 Reduced 15.85%	25,587 $999,000
Q4 2021 Jan 20, 2022	BUY	$38.19 - $43.28 $82,948 - $94,004	2,172 Added 7.69%	30,405 $1.17 Million
Q3 2021 Oct 25, 2021	BUY	$38.92 - $43.2 $52,503 - $58,276	1,349 Added 5.02%	28,233 $1.1 Million
Q2 2021 Jul 22, 2021	BUY	$36.41 - $41.53 $180,011 - $205,324	4,944 Added 22.53%	26,884 $1.09 Million
Q1 2021 Apr 26, 2021	BUY	$32.86 - $37.5 $13,111 - $14,962	399 Added 1.85%	21,940 $794,000
Q4 2020 Jan 19, 2021	BUY	$34.07 - $36.95 $733,901 - $795,939	21,541 New	21,541 $772,000

Others Institutions Holding SRVR

# of Institutions

106

Shares Held

10.3M

Call Options Held

0

Put Options Held

0

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