Wealth Enhancement Advisory Services, LLC Pacer Fds Tr Benchmark Data & Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 14,670 shares of SRVR stock, worth $469,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,670
Previous 15,255 3.83%
Holding current value
$469,880
Previous $446,000 5.16%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$26.53 - $32.81 $15,520 - $19,193
-585 Reduced 3.83%
14,670 $469,000
Q1 2025

Apr 16, 2025
SELL
$28.69 - $31.94 $11,332 - $12,616
-395 Reduced 2.52%
15,255 $446,000
Q4 2024

Mar 17, 2025
BUY
$29.34 - $32.61 $99,257 - $110,319
3,383 Added 27.58%
15,650 $469,000
Q4 2024

Jan 10, 2025
BUY
$29.34 - $32.61 $2,581 - $2,869
88 Added 0.72%
12,267 $367,000
Q3 2024

Oct 23, 2024
BUY
$27.19 - $32.45 $13,295 - $15,868
489 Added 4.18%
12,179 $391,000
Q2 2024

Jul 16, 2024
SELL
$25.95 - $28.32 $28,311 - $30,897
-1,091 Reduced 8.54%
11,690 $319,000
Q1 2024

Apr 15, 2024
BUY
$27.9 - $30.01 $13,475 - $14,494
483 Added 3.93%
12,781 $366,000
Q4 2023

Jan 30, 2024
SELL
$24.18 - $29.94 $14,217 - $17,604
-588 Reduced 4.56%
12,298 $366,000
Q3 2023

Nov 13, 2023
BUY
$25.28 - $30.13 $325,758 - $388,255
12,886 New
12,886 $333,000

Others Institutions Holding SRVR

# of Institutions
116
Shares Held
8.33M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • Ticker SRVR
  • Sector ETFs
  • Industry ETFs
More about SRVR
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