Optimum Investment Advisors Pacer Fds Tr Benchmark Data & Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Optimum Investment Advisors holds 200 shares of SRVR stock, worth $6,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Previous 700 71.43%

Holding current value

$6,184

Previous $19,000 68.42%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$27.19 - $32.45 $13,595 - $16,225	-500 Reduced 71.43%	200 $6,000
Q2 2023 Aug 03, 2023	SELL	$27.46 - $30.07 $5,492 - $6,014	-200 Reduced 22.22%	700 $20,000
Q1 2022 Apr 08, 2022	SELL	$35.08 - $42.85 $17,540 - $21,425	-500 Reduced 35.71%	900 $35,000
Q3 2021 Oct 22, 2021	SELL	$38.92 - $43.2 $43,785 - $48,600	-1,125 Reduced 44.55%	1,400 $54,000
Q2 2021 Aug 02, 2021	BUY	$36.41 - $41.53 $145 - $166	4 Added 0.16%	2,525 $102,000
Q1 2021 Apr 15, 2021	SELL	$32.86 - $37.5 $69,564 - $79,387	-2,117 Reduced 45.64%	2,521 $91,000
Q3 2020 Oct 06, 2020	BUY	$34.18 - $37.76 $307 - $339	9 Added 0.19%	4,638 $164,000
Q2 2020 Jul 16, 2020	BUY	$29.36 - $35.96 $43,247 - $52,969	1,473 Added 46.67%	4,629 $165,000
Q1 2020 Apr 21, 2020	BUY	$24.56 - $36.82 $77,511 - $116,203	3,156 New	3,156 $97,000

Others Institutions Holding SRVR

# of Institutions

109

Shares Held

8.87M

Call Options Held

Put Options Held

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Optimum Investment Advisors Pacer Fds Tr Benchmark Data & Transaction History