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 97,559 shares of PSMR stock, worth $2.62 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
97,559
Previous 96,885 0.7%
Holding current value
$2.62 Million
Previous $2.71 Billion 2.13%
% of portfolio
0.56%
Previous 0.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
18
Shares Held
4.4M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMR Quotes by TradingView
  • Ticker PSMR
  • Sector ETFs
  • Industry ETFs
More about PSMR
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