Invenio Wealth Partners LLC Pacer Fds Tr Benchmark Data & Transaction History
Invenio Wealth Partners LLC
- $238 Billion
- Q1 2025
A detailed history of Invenio Wealth Partners LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 49,381 shares of SRVR stock, worth $1.51 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
49,381
Previous 47,592
3.76%
Holding current value
$1.51 Million
Previous $1.43 Billion
1.58%
% of portfolio
0.61%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding SRVR
# of Institutions
115Shares Held
8.33MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.91MShares$89 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.26MShares$38.4 Million0.03% of portfolio
-
Morgan Stanley New York, NY649KShares$19.8 Million0.0% of portfolio
-
Ubs Group Ag448KShares$13.7 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH364KShares$11.1 Million0.67% of portfolio