Intrepid Financial Planning Group LLC Pacer Fds Tr Benchmark Data & Transaction History
Intrepid Financial Planning Group LLC
- $224 Million
- Q2 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 9,979 shares of SRVR stock, worth $316,334. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,979
Previous 10,089
1.09%
Holding current value
$316,334
Previous $296,000
8.78%
% of portfolio
0.14%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding SRVR
# of Institutions
122Shares Held
9.15MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.86MShares$90.6 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.24MShares$39.3 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.13MShares$35.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY649KShares$20.6 Million0.0% of portfolio
-
Ubs Group Ag453KShares$14.4 Million0.0% of portfolio