Intrepid Financial Planning Group LLC Pacer Fds Tr Benchmark Data & Transaction History

Intrepid Financial Planning Group LLC

  • $206 Million
  • Q1 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 10,089 shares of SRVR stock, worth $317,097. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,089
Previous 10,693 5.65%
Holding current value
$317,097
Previous $320,000 7.5%
% of portfolio
0.14%
Previous 0.14%

Shares

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

May 13, 2025
SELL
$28.69 - $31.94 $17,328 - $19,291
-604 Reduced 5.65%
10,089 $296,000
Q4 2024

Feb 10, 2025
SELL
$29.34 - $32.61 $17,692 - $19,663
-603 Reduced 5.34%
10,693 $320,000
Q3 2024

Nov 04, 2024
SELL
$27.19 - $32.45 $11,011 - $13,142
-405 Reduced 3.46%
11,296 $363,000
Q1 2024

May 13, 2024
SELL
$27.9 - $30.01 $4,185 - $4,501
-150 Reduced 1.27%
11,701 $335,000
Q4 2023

Feb 13, 2024
SELL
$24.18 - $29.94 $14,387 - $17,814
-595 Reduced 4.78%
11,851 $353,000
Q3 2023

Nov 03, 2023
SELL
$25.28 - $30.13 $3,058 - $3,645
-121 Reduced 0.96%
12,446 $322,000
Q2 2023

Aug 09, 2023
SELL
$27.46 - $30.07 $16,366 - $17,921
-596 Reduced 4.53%
12,567 $366,000
Q1 2023

May 02, 2023
SELL
$28.16 - $32.76 $12,474 - $14,512
-443 Reduced 3.26%
13,163 $390,000
Q4 2022

Feb 02, 2023
SELL
$26.27 - $30.94 $40,639 - $47,864
-1,547 Reduced 10.21%
13,606 $394,000
Q3 2022

Nov 07, 2022
BUY
$28.45 - $37.5 $9,274 - $12,225
326 Added 2.2%
15,153 $434,000
Q2 2022

Aug 15, 2022
BUY
$32.66 - $40.41 $484,249 - $599,159
14,827 New
14,827 $511,000

Others Institutions Holding SRVR

# of Institutions
121
Shares Held
8.36M
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
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email