Institutional & Family Asset Management, LLC Pacer Fds Tr Benchmark Data & Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 03, 2021	SELL	$34.07 - $36.95 $20,305 - $22,022	-596 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$34.18 - $37.76 $324,128 - $358,078	-9,483 Reduced 94.09%	596 $21,000
Q2 2020 Aug 14, 2020	BUY	$29.36 - $35.96 $276,248 - $338,347	9,409 Added 1404.33%	10,079 $358,000
Q1 2020 May 14, 2020	BUY	$24.56 - $36.82 $16,455 - $24,669	670 New	670 $21,000

Others Institutions Holding SRVR

# of Institutions

109

Shares Held

8.87M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.42M
Shares

$106 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.29M
Shares

$39.9 Million
0.04% of portfolio
Morgan Stanley New York, NY

850K
Shares

$26.3 Million
0.0% of portfolio
Ubs Group Ag

413K
Shares

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

366K
Shares

$11.3 Million
0.75% of portfolio

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