A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,179 shares of SRVR stock, worth $363,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,179
Previous 11,690 4.18%
Holding current value
$363,908
Previous $319,000 22.57%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$27.19 - $32.45 $13,295 - $15,868
489 Added 4.18%
12,179 $391,000
Q2 2024

Jul 16, 2024

SELL
$25.95 - $28.32 $28,311 - $30,897
-1,091 Reduced 8.54%
11,690 $319,000
Q1 2024

Apr 15, 2024

BUY
$27.9 - $30.01 $13,475 - $14,494
483 Added 3.93%
12,781 $366,000
Q4 2023

Jan 30, 2024

SELL
$24.18 - $29.94 $14,217 - $17,604
-588 Reduced 4.56%
12,298 $366,000
Q3 2023

Nov 13, 2023

BUY
$25.28 - $30.13 $325,758 - $388,255
12,886 New
12,886 $333,000

Others Institutions Holding SRVR

About PACER FDS TR BENCHMARK DATA &


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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.