Charles Carroll Financial Partners, LLC Reduced Holdings in Q4 2023

Charles Carroll Financial Partners, LLC

  • $92.9 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.6K
- 62.7%
$133.66 - $158.41 $1.81M - $2.15M
8.08K $1.27M
CVX
Chevron Corp

Energy
-3.4K
- 50.0%
$141.77 - $169.1 $482K - $575K
3.4K $507K
CHTR
Charter Communications, Inc.

Communication Services
-500
- 32.24%
$361.98 - $454.45 $181K - $227K
1.05K $408K
ZBRA
Zebra Technologies Corp

Technology
-1.25K
- 47.17%
$197.99 - $275.79 $247K - $345K
1.4K $382K
MS
Morgan Stanley

Financial Services
-2.6K
- 26.39%
$70.4 - $93.66 $183K - $244K
7.25K $676K
CVS
Cvs Health Corp

Healthcare
-1.7K
- 38.07%
$66.29 - $79.0 $113K - $134K
2.77K $218K
BAC
Bank Of America Corp

Financial Services
-8.35K
- 15.61%
$25.17 - $33.94 $210K - $283K
45.1K $1.52M
NFLX
Netflix Inc

Communication Services
-555
- 10.8%
$346.19 - $495.02 $192K - $275K
4.59K $2.23M
AAPL
Apple Inc.

Technology
-2.89K
- 5.27%
$166.89 - $198.11 $482K - $572K
51.8K $9.98M
BA
Boeing CO

Industrials
-425
- 4.01%
$177.73 - $264.27 $75.5K - $112K
10.2K $2.65M
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Charles Carroll Financial Partners, LLC Portfolio

Follow Charles Carroll Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Carroll Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charles Carroll Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email