Concord Wealth Partners Pacer Fds Tr Benchmark Data & Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 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 $556. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18
Previous 20 10.0%
Holding current value
$556
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$27.19 - $32.45 $54 - $64
-2 Reduced 10.0%
18 $0
Q4 2023

Apr 30, 2024
SELL
$24.18 - $29.94 $459 - $568
-19 Reduced 48.72%
20 $0
Q4 2023

Feb 05, 2024
SELL
$24.18 - $29.94 $459 - $568
-19 Reduced 48.72%
20 $0
Q3 2023

Apr 30, 2024
BUY
$25.28 - $30.13 $480 - $572
19 Added 95.0%
39 $1,000
Q3 2023

Oct 25, 2023
SELL
$25.28 - $30.13 $252 - $301
-10 Reduced 20.41%
39 $1,000
Q2 2023

Aug 07, 2023
SELL
$27.46 - $30.07 $109 - $120
-4 Reduced 7.55%
49 $1,000
Q1 2023

Apr 26, 2023
SELL
$28.16 - $32.76 $5,857 - $6,814
-208 Reduced 79.69%
53 $1,000
Q4 2022

Jan 27, 2023
BUY
$26.27 - $30.94 $6,856 - $8,075
261 New
261 $7,000
Q1 2022

Apr 20, 2022
SELL
$35.08 - $42.85 $4,981 - $6,084
-142 Reduced 72.82%
53 $2,000
Q4 2021

Jan 21, 2022
BUY
$38.19 - $43.28 $6,148 - $6,968
161 Added 473.53%
195 $8,000
Q3 2021

Nov 09, 2021
SELL
$38.92 - $43.2 $1,011 - $1,123
-26 Reduced 43.33%
34 $1,000
Q2 2021

Jul 29, 2021
SELL
$36.41 - $41.53 $1,747 - $1,993
-48 Reduced 44.44%
60 $2,000
Q1 2021

May 13, 2021
BUY
$32.86 - $37.5 $2,760 - $3,150
84 Added 350.0%
108 $4,000
Q4 2020

Feb 16, 2021
BUY
$34.07 - $36.95 $817 - $886
24 New
24 $1,000

Others Institutions Holding SRVR

# of Institutions
109
Shares Held
8.87M
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
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More about SRVR
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