Copia Wealth Management Pacer Fds Tr Benchmark Data & Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

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 1,272 shares of SRVR stock, worth $39,050. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,272

Holding current value

$39,050

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$29.34 - $32.61 $37,320 - $41,479	1,272 New	1,272 $38.1 Million

Others Institutions Holding SRVR

# of Institutions

113

Shares Held

8.52M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.28M
Shares

$101 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.28M
Shares

$39.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

673K
Shares

$20.7 Million
0.0% of portfolio
Ubs Group Ag

416K
Shares

$12.8 Million
0.0% of portfolio
Foster & Motley Inc Cincinnati, OH

354K
Shares

$10.9 Million
0.69% of portfolio

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About PACER FDS TR BENCHMARK DATA &

Ticker SRVR
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Copia Wealth Management Pacer Fds Tr Benchmark Data & Transaction History