Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Moderate Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 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 603,357 shares of PSMO stock, worth $0. This represents 3.44% of its overall portfolio holdings.
Number of Shares
603,357
Previous 651,145
7.34%
Holding current value
$0
Previous $18 Billion
8.82%
% of portfolio
3.44%
Previous 3.78%
Shares
2 transactions
Others Institutions Holding PSMO
# of Institutions
15Shares Held
5.46MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.29MShares$00.0% of portfolio
-
Swan Global Investments, LLC Durango, CO2.18MShares$00.0% of portfolio
-
Sykon Capital LLC Harrison, NY229KShares$02.17% of portfolio
-
Commonwealth Equity Services, LLC54.7KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ20.1KShares$00.0% of portfolio