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 28,840 shares of PSMO stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares
28,840
Previous 603,357 95.22%
Holding current value
$0
Previous $16.4 Billion 94.91%
% of portfolio
0.16%
Previous 3.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-574,517 Reduced 95.22%
28,840 $834 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-47,788 Reduced 7.34%
603,357 $16.4 Billion
Q4 2024

Apr 29, 2025
BUY
N/A
651,145 New
651,145 $18 Billion

Others Institutions Holding PSMO

# of Institutions
10
Shares Held
5.35M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMO Quotes by TradingView
  • Ticker PSMO
More about PSMO
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc 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 Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email