Spire Wealth Management Pacer Fds Tr Benchmark Data & Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Spire Wealth Management holds 4,084 shares of SRVR stock, worth $122,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,084

Previous 4,014 1.74%

Holding current value

$122,111

Previous $129,000 5.43%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$29.34 - $32.61 $2,053 - $2,282	70 Added 1.74%	4,084 $122,000
Q3 2024 Oct 15, 2024	BUY	$27.19 - $32.45 $897 - $1,070	33 Added 0.83%	4,014 $129,000
Q2 2024 Jul 31, 2024	SELL	$25.95 - $28.32 $1,245 - $1,359	-48 Reduced 1.19%	3,981 $108,000
Q1 2024 Apr 24, 2024	BUY	$27.9 - $30.01 $5,803 - $6,242	208 Added 5.44%	4,029 $115,000
Q4 2023 Feb 06, 2024	BUY	$24.18 - $29.94 $3,578 - $4,431	148 Added 4.03%	3,821 $113,000
Q3 2023 Nov 08, 2023	BUY	$25.28 - $30.13 $2,072 - $2,470	82 Added 2.28%	3,673 $95,000
Q2 2023 Aug 09, 2023	BUY	$27.46 - $30.07 $1,153 - $1,262	42 Added 1.18%	3,591 $104,000
Q1 2023 May 09, 2023	BUY	$28.16 - $32.76 $8,138 - $9,467	289 Added 8.87%	3,549 $105,000
Q4 2022 Feb 03, 2023	BUY	$26.27 - $30.94 $20,700 - $24,380	788 Added 31.88%	3,260 $95,000
Q3 2022 Nov 07, 2022	SELL	$28.45 - $37.5 $12,034 - $15,862	-423 Reduced 14.61%	2,472 $71,000
Q2 2022 Jul 22, 2022	SELL	$32.66 - $40.41 $89,684 - $110,965	-2,746 Reduced 48.68%	2,895 $100,000
Q1 2022 Apr 18, 2022	BUY	$35.08 - $42.85 $12,278 - $14,997	350 Added 6.62%	5,641 $219,000
Q4 2021 Jan 14, 2022	SELL	$38.19 - $43.28 $5,155 - $5,842	-135 Reduced 2.49%	5,291 $229,000
Q3 2021 Oct 22, 2021	SELL	$38.92 - $43.2 $31,641 - $35,121	-813 Reduced 13.03%	5,426 $211,000
Q2 2021 Jul 26, 2021	BUY	$36.41 - $41.53 $114,946 - $131,110	3,157 Added 102.43%	6,239 $244,000
Q1 2021 May 21, 2021	BUY	$32.86 - $37.5 $101,274 - $115,575	3,082 New	3,082 $123,000

Others Institutions Holding SRVR

# of Institutions

113

Shares Held

8.87M

Call Options Held

Put Options Held

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Spire Wealth Management Pacer Fds Tr Benchmark Data & Transaction History