Marshall & Sterling Wealth Advisors Inc. Pacer Fds Tr Benchmark Data & Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 471 shares of SRVR stock, worth $14,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares
471
Previous 8,263 94.3%
Holding current value
$14,930
Previous $243 Million 93.76%
% of portfolio
0.01%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$26.53 - $32.81 $206,721 - $255,655
-7,792 Reduced 94.3%
471 $15.1 Million
Q1 2025

May 15, 2025
SELL
$28.69 - $31.94 $152,487 - $169,761
-5,315 Reduced 39.14%
8,263 $243 Million
Q4 2024

Feb 14, 2025
BUY
$29.34 - $32.61 $398,378 - $442,778
13,578 New
13,578 $407 Million

Others Institutions Holding SRVR

# of Institutions
121
Shares Held
9.1M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • Ticker SRVR
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