Invenio Wealth Partners LLC Pacer Fds Tr Benchmark Data & Transaction History

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 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 51,841 shares of SRVR stock, worth $1.52 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
51,841
Previous 49,048 5.69%
Holding current value
$1.52 Million
Previous $1.59 Billion 3.6%
% of portfolio
0.6%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$30.4 - $33.62 $84,907 - $93,900
2,793 Added 5.69%
51,841 $1.64 Billion
Q2 2025

Aug 11, 2025
SELL
$26.53 - $32.81 $8,834 - $10,925
-333 Reduced 0.67%
49,048 $1.59 Billion
Q1 2025

May 13, 2025
BUY
$28.69 - $31.94 $51,326 - $57,140
1,789 Added 3.76%
49,381 $1.45 Billion
Q4 2024

Feb 12, 2025
BUY
$29.34 - $32.61 $1.4 Million - $1.55 Million
47,592 New
47,592 $1.43 Billion

Others Institutions Holding SRVR

# of Institutions
115
Shares Held
9.36M
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
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