Proactive Wealth Strategies LLC Pacer Fds Tr Benchmark Data & Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

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 12,699 shares of SRVR stock, worth $371,445. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,699
Previous 12,646 0.42%
Holding current value
$371,445
Previous $409,000 1.71%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$30.4 - $33.62 $1,611 - $1,781
53 Added 0.42%
12,699 $402,000
Q2 2025

Aug 13, 2025
BUY
$26.53 - $32.81 $1,167 - $1,443
44 Added 0.35%
12,646 $409,000
Q1 2025

Apr 23, 2025
SELL
$28.69 - $31.94 $20,886 - $23,252
-728 Reduced 5.46%
12,602 $370,000
Q4 2024

Jan 31, 2025
SELL
$29.34 - $32.61 $2,845 - $3,163
-97 Reduced 0.72%
13,330 $400,000
Q3 2024

Nov 04, 2024
BUY
$27.19 - $32.45 $365,080 - $435,706
13,427 New
13,427 $432,000

Others Institutions Holding SRVR

# of Institutions
114
Shares Held
9.36M
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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