Proactive Wealth Strategies LLC Pacer Fds Tr Benchmark Data & Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,330 shares of SRVR stock, worth $412,696. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,330
Previous 13,427
0.72%
Holding current value
$412,696
Previous $432,000
7.41%
% of portfolio
0.21%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SRVR
# of Institutions
114Shares Held
8.73MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.28MShares$102 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$39.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY673KShares$20.8 Million0.0% of portfolio
-
Ubs Group Ag416KShares$12.9 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH354KShares$11 Million0.69% of portfolio