Intrepid Financial Planning Group LLC Pacer Fds Tr Benchmark Data & Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q3 2024
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 11,296 shares of SRVR stock, worth $347,464. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,296
Previous 11,701
3.46%
Holding current value
$347,464
Previous $319,000
13.79%
% of portfolio
0.16%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SRVR
# of Institutions
109Shares Held
8.87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.42MShares$105 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.29MShares$39.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY850KShares$26.1 Million0.0% of portfolio
-
Ubs Group Ag413KShares$12.7 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH366KShares$11.3 Million0.75% of portfolio