Charter Oak Capital Management, LLC ETFs

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$854,000 0.08% of portfolio
1,750
Q3 2024 Added 7.3%
$0
$801,000 0.07% of portfolio
17,692
Q3 2024 Reduced 1.53%
$0
$790,000 0.07% of portfolio
6,289
Q3 2024 Added 5.89%
$0
$786,000 0.07% of portfolio
3,314
Q3 2024 Added 8.83%
$0
$734,000 0.07% of portfolio
3,870
Q3 2024 Added 8.4%
$0
$733,000 0.07% of portfolio
7,683
Q3 2024 Added 2.4%
$0
$715,000 0.07% of portfolio
8,093
Q3 2024 Added 3.66%
$0
$694,000 0.06% of portfolio
5,195
Q3 2024 Added 3.38%
$0
$670,000 0.06% of portfolio
8,444
Q3 2024 Added 14.17%
$0
$656,000 0.06% of portfolio
4,385
Q3 2024 Added 5.08%
$0
$633,000 0.06% of portfolio
6,240
Q4 2023 Reduced 0.95%
$0
$618,000 0.06% of portfolio
5,286
Q3 2024 Reduced 1.07%
$0
$614,000 0.06% of portfolio
11,464
Q3 2024 Reduced 10.36%
$0
$578,000 0.05% of portfolio
9,501
Q3 2024 Reduced 0.63%
$0
$564,000 0.05% of portfolio
2,817
Q3 2024 Reduced 6.51%
$0
$554,000 0.05% of portfolio
10,073
Q3 2024 Added 3.67%
$0
$523,000 0.05% of portfolio
5,792
Q3 2024 Added 5.94%
$0
$482,000 0.05% of portfolio
11,623
Q3 2024 Added 1.3%
$0
$478,000 0.04% of portfolio
1,816
Q2 2024 Added 9.13%
$0
$470,000 0.04% of portfolio
4,334
Q3 2024 Reduced 17.56%
$0
$466,000 0.04% of portfolio
4,491
Q3 2024 Added 6.37%
$0
$454,000 0.04% of portfolio
6,443
Q3 2024 Reduced 11.94%
$0
$420,000 0.04% of portfolio
8,236
Q3 2024 Reduced 9.19%
$0
$412,000 0.04% of portfolio
4,202
Q3 2024 Added 36.34%
$0
$404,000 0.04% of portfolio
1,793
Q3 2024 Reduced 6.71%
$0
$399,000 0.04% of portfolio
1,829
Q3 2024 Added 0.11%
$0
$381,000 0.04% of portfolio
5,322
Q4 2023 Reduced 3.29%
$0
$365,000 0.03% of portfolio
15,187
Q3 2024 Added 2.1%
$0
$361,000 0.03% of portfolio
15,420
Q3 2024 Added 1.85%
$0
$358,000 0.03% of portfolio
4,882
Q3 2024 Added 0.08%
$0
$349,000 0.03% of portfolio
3,587
Q3 2024 Added 10.54%
$0
$348,000 0.03% of portfolio
6,721
Q3 2024 Reduced 6.68%
$0
$347,000 0.03% of portfolio
6,851
Q1 2023 Reduced 20.17%
$0
$325,000 0.03% of portfolio
6,360
Q3 2024 Reduced 4.29%
$0
$312,000 0.03% of portfolio
3,731
Q3 2024 Added 37.27%
$0
$304,000 0.03% of portfolio
3,659
Q3 2024 Added 0.03%
$0
$303,000 0.03% of portfolio
2,748
Q3 2024 Reduced 13.88%
$0
$302,000 0.03% of portfolio
1,965
Q3 2024 Reduced 4.98%
$0
$301,000 0.03% of portfolio
3,342
Q3 2024 Reduced 45.9%
$0
$279,000 0.03% of portfolio
2,527
Q3 2024 Reduced 8.77%
$0
$274,000 0.03% of portfolio
2,297
Q3 2024 Added 14.17%
$0
$258,000 0.02% of portfolio
1,055
Q3 2024 Reduced 1.86%
$0
$256,000 0.02% of portfolio
3,631
Q3 2024 Added 6.54%
$0
$255,000 0.02% of portfolio
2,264
Q3 2024 New
$0
$249,000 0.02% of portfolio
958
Q2 2024 Added 1.05%
$0
$246,000 0.02% of portfolio
2,813
Q3 2024 Added 14.82%
$0
$232,000 0.02% of portfolio
7,006
Q3 2024 Added 0.33%
$0
$220,000 0.02% of portfolio
1,634
Q3 2024 New
$0
$218,000 0.02% of portfolio
14,875
Q3 2024 Added 9.35%
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