Wealth Enhancement Advisory Services, LLC Pacer Fds Tr Benchmark Data & Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

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 15,650 shares of SRVR stock, worth $472,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,650

Previous 12,267 27.58%

Holding current value

$472,943

Previous $367,000 27.79%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$29.34 - $32.61 $99,257 - $110,319	3,383 Added 27.58%	15,650 $469,000
Q4 2024 Jan 10, 2025	BUY	$29.34 - $32.61 $2,581 - $2,869	88 Added 0.72%	12,267 $367,000
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

# of Institutions

113

Shares Held

8.52M

Call Options Held

Put Options Held

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Wealth Enhancement Advisory Services, LLC Pacer Fds Tr Benchmark Data & Transaction History