Ifp Advisors, Inc Pacer Fds Tr Benchmark Data & Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Ifp Advisors, Inc holds 169 shares of SRVR stock, worth $5,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares

169

Previous 227 25.55%

Holding current value

$5,397

Previous $6,000 33.33%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$28.69 - $31.94 $1,664 - $1,852	-58 Reduced 25.55%	169 $4,000
Q4 2024 Feb 04, 2025	BUY	$29.34 - $32.61 $146 - $163	5 Added 2.25%	227 $6,000
Q3 2024 Feb 04, 2025	BUY	$27.19 - $32.45 $27 - $32	1 Added 0.45%	222 $7,000
Q1 2024 Jul 30, 2024	BUY	$27.9 - $30.01 $4,715 - $5,071	169 Added 325.0%	221 $6,000
Q4 2023 Jan 09, 2024	SELL	$24.18 - $29.94 $7,519 - $9,311	-311 Reduced 85.67%	52 $1,000
Q3 2023 Oct 12, 2023	BUY	$25.28 - $30.13 $202 - $241	8 Added 2.25%	363 $9,000
Q2 2023 Aug 04, 2023	BUY	$27.46 - $30.07 $109 - $120	4 Added 1.14%	355 $10,000
Q1 2023 Apr 18, 2023	SELL	$28.16 - $32.76 $47,984 - $55,823	-1,704 Reduced 82.92%	351 $10,000
Q4 2022 Feb 07, 2023	SELL	$26.27 - $30.94 $32,259 - $37,994	-1,228 Reduced 37.4%	2,055 $56,000
Q3 2022 Nov 08, 2022	BUY	$28.45 - $37.5 $18,151 - $23,925	638 Added 24.12%	3,283 $87,000
Q2 2022 Sep 06, 2022	BUY	$32.66 - $40.41 $86,385 - $106,884	2,645 New	2,645 $69,000
Q2 2022 Aug 12, 2022	SELL	$32.66 - $40.41 $86,385 - $106,884	-2,645 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$35.08 - $42.85 $72,334 - $88,356	2,062 Added 353.69%	2,645 $0
Q1 2022 Aug 08, 2022	BUY	$35.08 - $42.85 $4,525 - $5,527	129 Added 28.41%	583 $0
Q4 2021 Jan 12, 2022	BUY	$38.19 - $43.28 $17,338 - $19,649	454 New	454 $20,000
Q3 2021 Oct 06, 2021	SELL	$38.92 - $43.2 $22,301 - $24,753	-573 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$36.41 - $41.53 $5,024 - $5,731	-138 Reduced 19.41%	573 $23,000
Q1 2021 Apr 30, 2021	SELL	$32.86 - $37.5 $227,588 - $259,725	-6,926 Reduced 90.69%	711 $24,000
Q4 2020 Jan 25, 2021	BUY	$34.07 - $36.95 $255,422 - $277,014	7,497 Added 5355.0%	7,637 $271,000
Q3 2020 Oct 29, 2020	BUY	$34.18 - $37.76 $4,785 - $5,286	140 New	140 $5,000
Q2 2020 Aug 05, 2020	SELL	$29.36 - $35.96 $4,404 - $5,394	-150 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$24.56 - $36.82 $455,047 - $682,200	-18,528 Reduced 99.2%	150 $5,000
Q4 2019 Jan 17, 2020	SELL	$30.15 - $32.65 $9,135 - $9,892	-303 Reduced 1.6%	18,678 $594,000
Q3 2019 Nov 07, 2019	BUY	$31.06 - $32.5 $589,549 - $616,882	18,981 New	18,981 $602,000

Others Institutions Holding SRVR

# of Institutions

115

Shares Held

8.33M

Call Options Held

Put Options Held

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