Brass Tax Wealth Management, Inc Pacer Fds Tr Swan Sos Moderate Call Options Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSMR
# of Institutions
17Shares Held
4.57MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.06MShares$57.9 Million2.79% of portfolio
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Pacer Advisors, Inc. Malvern, PA2.06MShares$57.9 Million0.13% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA107KShares$3.02 Million1.15% of portfolio
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Commonwealth Equity Services, LLC72KShares$2.02 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC63.6KShares$1.79 Million0.0% of portfolio