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Triad Wealth Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Triad Wealth Partners’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$77 – 795
2024
Q2 		$77 Buy
+3
New +$82 ﹤0.01% 963

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triad Wealth Partners's SRVR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 3 shares — an estimated $77 sold.

Triad Wealth Partners first reported a position in SRVR in Q2 2024 and held it in 1 quarter. The position peaked at $77 in Q2 2024. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $77.
  • Triad Wealth Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $77 in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.