Copia Wealth Management Pacer Fds Tr Benchmark Data & Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Copia Wealth Management holds 1,912 shares of SRVR stock, worth $59,979. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,912
Previous 1,272
50.31%
Holding current value
$59,979
Previous $38.1 Million
47.15%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SRVR
# of Institutions
115Shares Held
8.33MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.91MShares$91.4 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.26MShares$39.4 Million0.03% of portfolio
-
Morgan Stanley New York, NY649KShares$20.4 Million0.0% of portfolio
-
Ubs Group Ag448KShares$14.1 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH364KShares$11.4 Million0.67% of portfolio