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

Brass Tax Wealth Management, Inc

$252 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PSMR

# of Institutions

17

Shares Held

4.57M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.06M
Shares

$58.6 Million
2.79% of portfolio
Pacer Advisors, Inc. Malvern, PA

1.99M
Shares

$56.6 Million
0.14% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

107K
Shares

$3.05 Million
1.15% of portfolio
Commonwealth Equity Services, LLC

72K
Shares

$2.05 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

63.6K
Shares

$1.81 Million
0.0% of portfolio

About PACER FDS TR SWAN SOS MODERATE

Ticker PSMR
Sector ETFs
Industry ETFs

More about PSMR

Track This Portfolio

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.