Proactive Wealth Strategies LLC Pacer Fds Tr Benchmark Data & Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,427 shares of SRVR stock, worth $419,459. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,427Holding current value
$419,459% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SRVR
# of Institutions
101Shares Held
10.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$141 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.39MShares$43.3 Million0.04% of portfolio
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Morgan Stanley New York, NY825KShares$25.8 Million0.0% of portfolio
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Ubs Group Ag488KShares$15.3 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH366KShares$11.4 Million0.75% of portfolio