Capital Advisory Group Advisory Services, LLC Pacer Fds Tr Benchmark Data & Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$38.92 - $43.2 $0 - $0	0 Closed	0 $0
Q2 2021 Nov 12, 2021	BUY	$36.41 - $41.53 $0 - $0	0 New	0 $0

Others Institutions Holding SRVR

# of Institutions

110

Shares Held

8.87M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.42M
Shares

$106 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.29M
Shares

$40.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

850K
Shares

$26.5 Million
0.0% of portfolio
Ubs Group Ag

413K
Shares

$12.9 Million
0.0% of portfolio
Foster & Motley Inc Cincinnati, OH

366K
Shares

$11.4 Million
0.75% of portfolio

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