Charter Oak Capital Management, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$34.49 - $38.69 $2,414 - $2,708	-70 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$37.66 - $42.71 $2,636 - $2,989	70 New	70 $3,000

Others Institutions Holding PSK

# of Institutions

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

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