Intrepid Financial Planning Group LLC Pacer Fds Tr Benchmark Data & Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q2 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 11,701 shares of SRVR stock, worth $375,719. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,701
Previous 11,701
-0.0%
Holding current value
$375,719
Previous $335,000
4.78%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding SRVR
# of Institutions
100Shares Held
10.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$145 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.39MShares$44.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY825KShares$26.5 Million0.0% of portfolio
-
Ubs Group Ag488KShares$15.7 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH366KShares$11.7 Million0.75% of portfolio