Endowment Wealth Management, Inc. Pacer Fds Tr Benchmark Data & Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 7,999 shares of SRVR stock, worth $218,692. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,999
Previous 10,039
20.32%
Holding current value
$218,692
Previous $299,000
23.41%
% of portfolio
0.19%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SRVR
# of Institutions
106Shares Held
10.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.69MShares$128 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.36MShares$37.2 Million0.04% of portfolio
-
Morgan Stanley New York, NY855KShares$23.4 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH375KShares$10.2 Million0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC333KShares$9.1 Million0.01% of portfolio