Iht Wealth Management, LLC Pacer Fds Tr Benchmark Data & Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Iht Wealth Management, LLC holds 24,366 shares of SRVR stock, worth $712,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,366
Holding current value
$712,705
% of portfolio
0.02%

Shares

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

Nov 14, 2025
BUY
$30.4 - $33.62 $740,726 - $819,184
24,366 New
24,366 $771,000
Q2 2022

Aug 15, 2022
SELL
$32.66 - $40.41 $177,311 - $219,385
-5,429 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$35.08 - $42.85 $596 - $728
-17 Reduced 0.31%
5,429 $212,000
Q4 2021

Feb 14, 2022
SELL
$38.19 - $43.28 $9,547 - $10,820
-250 Reduced 4.39%
5,446 $236,000
Q3 2021

Nov 15, 2021
SELL
$38.92 - $43.2 $3,541 - $3,931
-91 Reduced 1.57%
5,696 $222,000
Q2 2021

Aug 16, 2021
BUY
$36.41 - $41.53 $210,704 - $240,334
5,787 New
5,787 $233,000

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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