Integrated Wealth Concepts LLC Pacer Fds Tr Benchmark Data & Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,848 shares of SRVR stock, worth $337,047. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,848
Previous 10,832
0.15%
Holding current value
$337,047
Previous $348,000
6.61%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SRVR
# of Institutions
112Shares Held
8.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.28MShares$102 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$39.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY673KShares$20.9 Million0.0% of portfolio
-
Ubs Group Ag416KShares$12.9 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH354KShares$11 Million0.69% of portfolio