Integrated Wealth Concepts LLC Pacer Fds Tr Benchmark Data & Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

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 10,194 shares of SRVR stock, worth $326,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,194
Previous 10,848 6.03%
Holding current value
$326,513
Previous $325,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$28.69 - $31.94 $18,763 - $20,888
-654 Reduced 6.03%
10,194 $299,000
Q4 2024

Feb 14, 2025
BUY
$29.34 - $32.61 $469 - $521
16 Added 0.15%
10,848 $325,000
Q3 2024

Nov 14, 2024
SELL
$27.19 - $32.45 $5,818 - $6,944
-214 Reduced 1.94%
10,832 $348,000
Q2 2024

Aug 14, 2024
SELL
$25.95 - $28.32 $56,674 - $61,850
-2,184 Reduced 16.51%
11,046 $301,000
Q1 2024

May 15, 2024
BUY
$27.9 - $30.01 $59,092 - $63,561
2,118 Added 19.06%
13,230 $379,000
Q4 2023

Feb 13, 2024
BUY
$24.18 - $29.94 $268,688 - $332,693
11,112 New
11,112 $331,000

Others Institutions Holding SRVR

# of Institutions
115
Shares Held
8.33M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • Ticker SRVR
  • Sector ETFs
  • Industry ETFs
More about SRVR
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