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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$27.9 - $30.01 $4,185 - $4,501	-150 Reduced 1.27%	11,701 $335,000
Q4 2023 Feb 13, 2024	SELL	$24.18 - $29.94 $14,387 - $17,814	-595 Reduced 4.78%	11,851 $353,000
Q3 2023 Nov 03, 2023	SELL	$25.28 - $30.13 $3,058 - $3,645	-121 Reduced 0.96%	12,446 $322,000
Q2 2023 Aug 09, 2023	SELL	$27.46 - $30.07 $16,366 - $17,921	-596 Reduced 4.53%	12,567 $366,000
Q1 2023 May 02, 2023	SELL	$28.16 - $32.76 $12,474 - $14,512	-443 Reduced 3.26%	13,163 $390,000
Q4 2022 Feb 02, 2023	SELL	$26.27 - $30.94 $40,639 - $47,864	-1,547 Reduced 10.21%	13,606 $394,000
Q3 2022 Nov 07, 2022	BUY	$28.45 - $37.5 $9,274 - $12,225	326 Added 2.2%	15,153 $434,000
Q2 2022 Aug 15, 2022	BUY	$32.66 - $40.41 $484,249 - $599,159	14,827 New	14,827 $511,000

Others Institutions Holding SRVR

# of Institutions

100

Shares Held

10.1M

Call Options Held

Put Options Held

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Intrepid Financial Planning Group LLC Pacer Fds Tr Benchmark Data & Transaction History