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

Clay Northam Wealth Management, LLC

  • $153 Million
  • Q2 2025

A detailed history of Clay Northam Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 6,220 shares of SRVR stock, worth $208,618. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,220
Holding current value
$208,618
% of portfolio
0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$26.53 - $32.81 $165,016 - $204,078
6,220 New
6,220 $199,000
Q3 2024

Jan 06, 2025
BUY
$27.19 - $32.45 $188,562 - $225,040
6,935 New
6,935 $222,000
Q4 2023

Jan 23, 2024
BUY
$24.18 - $29.94 $167,688 - $207,633
6,935 New
6,935 $206,000
Q1 2023

Apr 19, 2023
SELL
$28.16 - $32.76 $16,192 - $18,837
-575 Reduced 7.66%
6,935 $205,000
Q4 2022

Feb 14, 2023
SELL
$26.27 - $30.94 $10,508 - $12,376
-400 Reduced 5.06%
7,510 $217,000
Q1 2022

Apr 22, 2022
BUY
$35.08 - $42.85 $90,506 - $110,553
2,580 Added 48.41%
7,910 $309,000
Q4 2021

Mar 15, 2022
BUY
$38.19 - $43.28 $203,552 - $230,682
5,330 New
5,330 $231,000

Others Institutions Holding SRVR

# of Institutions
118
Shares Held
8.34M
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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