Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Moderate Transaction History

Brass Tax Wealth Management, Inc

$519 Billion
Q2 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 52,516 shares of PSMR stock, worth $1.51 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

52,516

Previous 97,559 46.17%

Holding current value

$1.51 Million

Previous $2.65 Billion 43.6%

% of portfolio

0.29%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$25.34 - $28.43 $1.14 Million - $1.28 Million	-45,043 Reduced 46.17%	52,516 $1.49 Billion
Q1 2025 Apr 29, 2025	BUY	$26.8 - $28.73 $18,063 - $19,364	674 Added 0.7%	97,559 $2.65 Billion
Q4 2024 Apr 29, 2025	SELL	$27.22 - $28.26 $9.46 Million - $9.82 Million	-347,605 Reduced 78.2%	96,885 $2.71 Billion
Q3 2024 Apr 29, 2025	BUY	$25.58 - $27.39 $9.15 Million - $9.8 Million	357,689 Added 412.08%	444,490 $12.2 Billion
Q3 2024 Dec 12, 2024	BUY	$25.58 - $27.39 $267,745 - $286,691	10,467 Added 13.71%	86,801 $2.38 Million
Q2 2024 Dec 12, 2024	BUY	$24.78 - $26.4 $1.89 Million - $2.02 Million	76,334 New	76,334 $2.01 Billion

Others Institutions Holding PSMR

# of Institutions

Shares Held

5.38M

Call Options Held

Put Options Held

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About PACER FDS TR SWAN SOS MODERATE

Ticker PSMR
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Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Moderate Transaction History