A detailed history of Integrated Wealth Concepts LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,046 shares of SRVR stock, worth $354,687. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,046
Previous 13,230 16.51%
Holding current value
$354,687
Previous $379,000 20.58%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 14, 2024

SELL
$25.95 - $28.32 $56,674 - $61,850
-2,184 Reduced 16.51%
11,046 $301,000
Q1 2024

May 15, 2024

BUY
$27.9 - $30.01 $59,092 - $63,561
2,118 Added 19.06%
13,230 $379,000
Q4 2023

Feb 13, 2024

BUY
$24.18 - $29.94 $268,688 - $332,693
11,112 New
11,112 $331,000

Others Institutions Holding SRVR

About PACER FDS TR BENCHMARK DATA &


  • Ticker SRVR
  • Sector ETFs
  • Industry ETFs
More about SRVR
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.