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

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

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 14,257 shares of SRVR stock, worth $417,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,257
Previous 14,670 2.82%
Holding current value
$417,017
Previous $469,000 3.84%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$30.4 - $33.62 $12,555 - $13,885
-413 Reduced 2.82%
14,257 $451,000
Q2 2025

Jul 10, 2025
SELL
$26.53 - $32.81 $15,520 - $19,193
-585 Reduced 3.83%
14,670 $469,000
Q1 2025

Apr 16, 2025
SELL
$28.69 - $31.94 $11,332 - $12,616
-395 Reduced 2.52%
15,255 $446,000
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
114
Shares Held
9.36M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK DATA &

SRVR Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email