CAPTRUST Financial Advisors
SERV

CAPTRUST Financial Advisors’s Serve Robotics SERV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SERV Stock Details SERV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.48M Buy
479,347
+67,770
+16% +$775K 0.01% 599
2025
Q1 		$2.37M Buy
411,577
+139,583
+51% +$803K 0.01% 833
2024
Q4 		$3.67M Buy
+271,994
New +$3.67M 0.01% 626