Number of Shares
4,382
Previous 4,382 -0.0%
Holding current value
$427 Million
Previous $446 Million 4.32%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 29, 2025

BUY
N/A
9 Added 0.21%
4,382 $446 Million
Q3 2024

Apr 29, 2025

BUY
N/A
4,373 New
4,373 $489 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.