Number of Shares
56,460.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
0.34%
Total Estimate Gain
$71,139.60
% of Total Estimate Gain
4.29%

BRASS TAX WEALTH MANAGEMENT, INC's Pacer Swan SOS Fund of Funds ETF Holding Summary

As of 2025-03-31, BRASS TAX WEALTH MANAGEMENT, INC held 56,460.00 shares of Pacer Swan SOS Fund of Funds ETF(PSFF), totaling $1.61 Mil. This investment constitutes 0.34% of their stock portfolio, and BRASS TAX WEALTH MANAGEMENT, INC now holds 0.37% of the outstanding Pacer Swan SOS Fund of Funds ETF(PSFF) stock.

The initial trade took place in 2025Q1. And since then BRASS TAX WEALTH MANAGEMENT, INC has made 1 purchases of PSFF, at an average price of $29.36, for a total of 56,460.00 shares. Based on historical transaction data and PSFF's current price of $30.62, BRASS TAX WEALTH MANAGEMENT, INC's estimated gain on his PSFF holdings is $71,139.60, reflecting a 4.29% gain to date.

BRASS TAX WEALTH MANAGEMENT, INC PSFF ($30.62) Holding Chart

BRASS TAX WEALTH MANAGEMENT, INC PSFF ($30.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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