Brass Tax Wealth Management, Inc FIRST TR EXCHNG TRADED FD VI Transaction History

Brass Tax Wealth Management, Inc

  • $602 Billion
  • Q3 2025
Number of Shares
15,960
Previous 16,345 2.36%
Holding current value
$608 Million
Previous $599 Million 1.4%
% of portfolio
0.1%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-385 Reduced 2.36%
15,960 $608 Million
Q2 2025

Aug 11, 2025
SELL
N/A
-360 Reduced 2.16%
16,345 $599 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-1,472 Reduced 8.1%
16,705 $577 Million
Q4 2024

Apr 29, 2025
SELL
N/A
-140 Reduced 0.76%
18,177 $637 Million
Q2 2024

Dec 12, 2024
BUY
N/A
18,317 New
18,317 $619 Million
Q1 2024

Jul 31, 2024
BUY
N/A
18,317 New
18,317 $605 Million
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