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 |
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Others Institutions Holding PSMR
# of Institutions
18Shares Held
4.39MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO1.99MShares$57.1 Million2.79% of portfolio
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Pacer Advisors, Inc. Malvern, PA1.99MShares$57.1 Million0.14% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA100KShares$2.88 Million1.07% of portfolio
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Lpl Financial LLC Fort Mill, SC64.3KShares$1.84 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ26.6KShares$763,1460.0% of portfolio