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
Quarter Operation Price Per share shares change shares Held SEC Form
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

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  • Ticker SRVR
  • Sector ETFs
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