Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Moderate Call Options Transaction History

Brass Tax Wealth Management, Inc

$519 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PSMR

# of Institutions

16

Shares Held

5.81M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.59M
Shares

$74.6 Million
3.54% of portfolio
Pacer Advisors, Inc. Malvern, PA

2.59M
Shares

$74.6 Million
0.22% of portfolio
Kestra Advisory Services, LLC

311K
Shares

$8.95 Million
0.05% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

98.2K
Shares

$2.83 Million
0.98% of portfolio
Lpl Financial LLC Fort Mill, SC

56.7K
Shares

$1.63 Million
0.0% of portfolio

About PACER FDS TR SWAN SOS MODERATE

Ticker PSMR
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