Acorn Financial Advisory Services Inc Pacer Fds Tr Benchmark Data & Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 44,404 shares of SRVR stock, worth $1.39 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

44,404

Previous 46,374 4.25%

Holding current value

$1.39 Million

Previous $1.49 Million 10.67%

% of portfolio

0.25%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$29.34 - $32.61 $57,799 - $64,241	-1,970 Reduced 4.25%	44,404 $1.33 Million
Q3 2024 Nov 01, 2024	BUY	$27.19 - $32.45 $5,628 - $6,717	207 Added 0.45%	46,374 $1.49 Million
Q2 2024 Aug 01, 2024	BUY	$25.95 - $28.32 $42,635 - $46,529	1,643 Added 3.69%	46,167 $1.26 Million
Q1 2024 May 08, 2024	BUY	$27.9 - $30.01 $115,924 - $124,691	4,155 Added 10.29%	44,524 $1.28 Million
Q4 2023 Jan 17, 2024	BUY	$24.18 - $29.94 $323,891 - $401,046	13,395 Added 49.66%	40,369 $1.2 Million
Q3 2023 Oct 10, 2023	BUY	$25.28 - $30.13 $58,978 - $70,293	2,333 Added 9.47%	26,974 $698,000
Q2 2023 Jul 20, 2023	SELL	$27.46 - $30.07 $21,858 - $23,935	-796 Reduced 3.13%	24,641 $719,000
Q1 2023 Apr 26, 2023	BUY	$28.16 - $32.76 $2,759 - $3,210	98 Added 0.39%	25,437 $754,000
Q4 2022 Jan 20, 2023	SELL	$26.27 - $30.94 $4,282 - $5,043	-163 Reduced 0.64%	25,339 $0
Q3 2022 Oct 12, 2022	BUY	$28.45 - $37.5 $1,138 - $1,500	40 Added 0.16%	25,502 $731,000
Q2 2022 Jul 12, 2022	BUY	$32.66 - $40.41 $30,210 - $37,379	925 Added 3.77%	25,462 $878,000
Q1 2022 Apr 18, 2022	BUY	$35.08 - $42.85 $106,783 - $130,435	3,044 Added 14.16%	24,537 $955,000
Q4 2021 Jan 31, 2022	BUY	$38.19 - $43.28 $6,645 - $7,530	174 Added 0.82%	21,493 $932,000
Q3 2021 Nov 15, 2021	BUY	$38.92 - $43.2 $8,251 - $9,158	212 Added 1.0%	21,319 $828,000
Q2 2021 Jul 23, 2021	SELL	$36.41 - $41.53 $27,307 - $31,147	-750 Reduced 3.43%	21,107 $850,000
Q1 2021 Apr 12, 2021	BUY	$32.86 - $37.5 $76,399 - $87,187	2,325 Added 11.9%	21,857 $798,000
Q4 2020 Jan 25, 2021	BUY	$34.07 - $36.95 $57,612 - $62,482	1,691 Added 9.48%	19,532 $701,000
Q3 2020 Oct 15, 2020	BUY	$34.18 - $37.76 $66,069 - $72,990	1,933 Added 12.15%	17,841 $631,000
Q2 2020 Jul 10, 2020	BUY	$29.36 - $35.96 $15,149 - $18,555	516 Added 3.35%	15,908 $566,000
Q1 2020 Apr 15, 2020	BUY	$24.56 - $36.82 $85,247 - $127,802	3,471 Added 29.12%	15,392 $472,000
Q4 2019 Jan 27, 2020	BUY	$30.15 - $32.65 $359,418 - $389,220	11,921 New	11,921 $386,000

Others Institutions Holding SRVR

# of Institutions

112

Shares Held

8.51M

Call Options Held

Put Options Held

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Acorn Financial Advisory Services Inc Pacer Fds Tr Benchmark Data & Transaction History