Concord Wealth Partners Pacer Fds Tr Benchmark Data & Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Concord Wealth Partners holds 18 shares of SRVR stock, worth $540. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$540
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SRVR
# of Institutions
113Shares Held
8.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.28MShares$98.5 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$38.5 Million0.03% of portfolio
-
Morgan Stanley New York, NY673KShares$20.2 Million0.0% of portfolio
-
Ubs Group Ag416KShares$12.5 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH354KShares$10.6 Million0.69% of portfolio