Carolinas Wealth Consulting LLC Pacer Fds Tr Benchmark Data & Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$28.45 - $37.5 $56 - $75	2 Added 0.46%	434 $12,000
Q2 2022 Aug 16, 2022	BUY	$32.66 - $40.41 $97 - $121	3 Added 0.7%	432 $15,000
Q1 2022 May 17, 2022	BUY	$35.08 - $42.85 $9,401 - $11,483	268 Added 166.46%	429 $17,000
Q3 2021 Nov 15, 2021	BUY	$38.92 - $43.2 $38 - $43	1 Added 0.63%	161 $6,000
Q2 2021 Aug 17, 2021	BUY	$36.41 - $41.53 $36 - $41	1 Added 0.63%	160 $6,000
Q1 2021 May 17, 2021	SELL	$32.86 - $37.5 $303,889 - $346,800	-9,248 Reduced 98.31%	159 $6,000
Q4 2020 Feb 16, 2021	BUY	$34.07 - $36.95 $74,545 - $80,846	2,188 Added 30.31%	9,407 $337,000
Q3 2020 Nov 12, 2020	SELL	$34.18 - $37.76 $31,308 - $34,588	-916 Reduced 11.26%	7,219 $255,000
Q2 2020 Aug 13, 2020	BUY	$29.36 - $35.96 $238,843 - $292,534	8,135 New	8,135 $289,000

Others Institutions Holding SRVR

# of Institutions

113

Shares Held

8.81M

Call Options Held

0

Put Options Held

0

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