Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Brass Tax Wealth Management, Inc
- $602 Billion
- Q3 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 441,868 shares of PSFF stock, worth $14 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
441,868
Previous 679,622
34.98%
Holding current value
$14 Million
Previous $20.7 Billion
32.6%
% of portfolio
2.32%
Previous 3.99%
Shares
3 transactions
Others Institutions Holding PSFF
# of Institutions
89Shares Held
15.5MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.74MShares$55.2 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$49.4 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.52MShares$48.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.06MShares$33.7 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA833KShares$26.4 Million2.4% of portfolio