Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 679,622 shares of PSFF stock, worth $21.1 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
679,622
Previous 56,460
1103.72%
Holding current value
$21.1 Million
Previous $1.61 Billion
1185.1%
% of portfolio
3.99%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding PSFF
# of Institutions
84Shares Held
14.7MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.67MShares$51.7 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.37MShares$42.3 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.15MShares$35.7 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.01MShares$31.2 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA924KShares$28.6 Million2.23% of portfolio