Invenio Wealth Partners LLC Pacer Fds Tr Benchmark Data & Transaction History
Invenio Wealth Partners LLC
- $252 Billion
- Q2 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 49,048 shares of SRVR stock, worth $1.54 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
49,048
Previous 49,381
0.67%
Holding current value
$1.54 Million
Previous $1.45 Billion
9.38%
% of portfolio
0.63%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding SRVR
# of Institutions
121Shares Held
9.08MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.86MShares$89.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.24MShares$39 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.13MShares$35.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY649KShares$20.4 Million0.0% of portfolio
-
Ubs Group Ag453KShares$14.2 Million0.0% of portfolio