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

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 86,801 shares of PSMR stock, worth $2.44 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
86,801
Previous 76,334 13.71%
Holding current value
$2.44 Million
Previous $2.01 Billion 99.88%
% of portfolio
0.94%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024
BUY
$25.58 - $27.39 $267,745 - $286,691
10,467 Added 13.71%
86,801 $2.38 Million
Q2 2024

Dec 12, 2024
BUY
$24.78 - $26.4 $1.89 Million - $2.02 Million
76,334 New
76,334 $2.01 Billion

Others Institutions Holding PSMR

# of Institutions
17
Shares Held
4.57M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMR Quotes by TradingView
  • Ticker PSMR
  • Sector ETFs
  • Industry ETFs
More about PSMR
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