Steward Partners Investment Advisory, LLC Pacer Fds Tr Benchmark Data & Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 897 shares of SRVR stock, worth $28,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
897
Previous 1,061 15.46%
Holding current value
$28,067
Previous $30,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$25.95 - $28.32 $4,255 - $4,644
-164 Reduced 15.46%
897 $24,000
Q1 2024

May 15, 2024
BUY
$27.9 - $30.01 $3,375 - $3,631
121 Added 12.87%
1,061 $30,000
Q4 2023

Feb 12, 2024
SELL
$24.18 - $29.94 $31,434 - $38,922
-1,300 Reduced 58.04%
940 $28,000
Q3 2023

Nov 13, 2023
SELL
$25.28 - $30.13 $1.4 Million - $1.67 Million
-55,517 Reduced 96.12%
2,240 $57,000
Q2 2023

Aug 14, 2023
SELL
$27.46 - $30.07 $256,915 - $281,334
-9,356 Reduced 13.94%
57,757 $1.69 Million
Q1 2023

May 15, 2023
SELL
$28.16 - $32.76 $38,494 - $44,782
-1,367 Reduced 2.0%
67,113 $1.99 Million
Q4 2022

Feb 15, 2023
BUY
$26.27 - $30.94 $84,221 - $99,193
3,206 Added 4.91%
68,480 $1.99 Million
Q3 2022

Nov 10, 2022
SELL
$28.45 - $37.5 $29,559 - $38,962
-1,039 Reduced 1.57%
65,274 $1.87 Million
Q2 2022

Aug 04, 2022
BUY
$32.66 - $40.41 $23,939 - $29,620
733 Added 1.12%
66,313 $2.28 Million
Q1 2022

May 02, 2022
BUY
$35.08 - $42.85 $37,044 - $45,249
1,056 Added 1.64%
65,580 $2.56 Million
Q4 2021

Feb 08, 2022
SELL
$38.19 - $43.28 $379,341 - $429,900
-9,933 Reduced 13.34%
64,524 $2.79 Million
Q3 2021

Nov 12, 2021
BUY
$38.92 - $43.2 $50,284 - $55,814
1,292 Added 1.77%
74,457 $2.9 Million
Q2 2021

Aug 13, 2021
SELL
$36.41 - $41.53 $38,485 - $43,897
-1,057 Reduced 1.42%
73,165 $2.95 Million
Q1 2021

May 14, 2021
BUY
$32.86 - $37.5 $225,058 - $256,837
6,849 Added 10.17%
74,222 $0
Q4 2020

Feb 11, 2021
BUY
$34.07 - $36.95 $583,925 - $633,286
17,139 Added 34.12%
67,373 $2.42 Million
Q3 2020

Oct 30, 2020
SELL
$34.18 - $37.76 $39,204 - $43,310
-1,147 Reduced 2.23%
50,234 $1.78 Million
Q2 2020

Aug 06, 2020
BUY
$29.36 - $35.96 $62,566 - $76,630
2,131 Added 4.33%
51,381 $1.83 Million
Q1 2020

Apr 29, 2020
BUY
$24.56 - $36.82 $89,938 - $134,834
3,662 Added 8.03%
49,250 $1.51 Million
Q4 2019

Jan 17, 2020
BUY
$30.15 - $32.65 $1.37 Million - $1.49 Million
45,588 New
45,588 $1.49 Million

Others Institutions Holding SRVR

# of Institutions
103
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
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