Paradigm, Strategies In Wealth Management, LLC Pacer Fds Tr Benchmark Data & Transaction History

Paradigm, Strategies In Wealth Management, LLC

$163 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	SELL	$27.46 - $30.07 $170,389 - $186,584	-6,205 Reduced 45.4%	7,462 $217,000
Q1 2023 May 02, 2023	SELL	$28.16 - $32.76 $346,874 - $403,537	-12,318 Reduced 47.4%	13,667 $405,000
Q4 2022 Jan 20, 2023	SELL	$26.27 - $30.94 $67,592 - $79,608	-2,573 Reduced 9.01%	25,985 $0
Q3 2022 Nov 09, 2022	SELL	$28.45 - $37.5 $26,629 - $35,100	-936 Reduced 3.17%	28,558 $818,000
Q2 2022 Jul 18, 2022	BUY	$32.66 - $40.41 $1,306 - $1,616	40 Added 0.14%	29,494 $1.02 Million
Q1 2022 Apr 18, 2022	BUY	$35.08 - $42.85 $15,294 - $18,682	436 Added 1.5%	29,454 $1.15 Million
Q4 2021 Feb 08, 2022	BUY	$38.19 - $43.28 $649 - $735	17 Added 0.06%	29,018 $1.26 Million
Q3 2021 Oct 15, 2021	BUY	$38.92 - $43.2 $89,399 - $99,230	2,297 Added 8.6%	29,001 $1.13 Million
Q2 2021 Jul 30, 2021	BUY	$36.41 - $41.53 $134,462 - $153,370	3,693 Added 16.05%	26,704 $1.08 Million
Q1 2021 Apr 29, 2021	BUY	$32.86 - $37.5 $756,141 - $862,912	23,011 New	23,011 $833,000

Others Institutions Holding SRVR

# of Institutions

106

Shares Held

10.3M

Call Options Held

Put Options Held

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