Charter Oak Capital Management, LLC Strategy Shs Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding HNDL
# of Institutions
117Shares Held
4.07MCall Options Held
8KPut Options Held
3.7K-
Lpl Financial LLC Fort Mill, SC790KShares$16.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO455KShares$9.41 Million0.02% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA452KShares$9.35 Million4.93% of portfolio
-
Cambridge Investment Research Advisors, Inc.374KShares$7.74 Million0.03% of portfolio
-
Private Advisor Group, LLC134KShares$2.78 Million0.02% of portfolio