Integrated Wealth Concepts LLC Pacer Fds Tr Benchmark Data & Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

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 20,035 shares of SRVR stock, worth $586,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,035

Previous 17,060 17.44%

Holding current value

$586,023

Previous $551,000 15.06%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$30.4 - $33.62 $90,440 - $100,019	2,975 Added 17.44%	20,035 $634,000
Q2 2025 Aug 14, 2025	BUY	$26.53 - $32.81 $182,154 - $225,273	6,866 Added 67.35%	17,060 $551,000
Q1 2025 May 15, 2025	SELL	$28.69 - $31.94 $18,763 - $20,888	-654 Reduced 6.03%	10,194 $299,000
Q4 2024 Feb 14, 2025	BUY	$29.34 - $32.61 $469 - $521	16 Added 0.15%	10,848 $325,000
Q3 2024 Nov 14, 2024	SELL	$27.19 - $32.45 $5,818 - $6,944	-214 Reduced 1.94%	10,832 $348,000

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

# of Institutions

114

Shares Held

9.36M

Call Options Held

Put Options Held

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Integrated Wealth Concepts LLC Pacer Fds Tr Benchmark Data & Transaction History