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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 8,263 shares of SRVR stock, worth $259,210. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,263
Previous 13,578 39.14%
Holding current value
$259,210
Previous $407 Million 40.41%
% of portfolio
0.16%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
115
Shares Held
8.33M
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email