One Charles Private Wealth Services, LLC Global X Fds Transaction History
One Charles Private Wealth Services, LLC
- $226 Million
- Q1 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Global X Fds stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 13,837 shares of BOTZ stock, worth $426,041. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,837
Previous 14,249
2.89%
Holding current value
$426,041
Previous $406,000
8.37%
% of portfolio
0.2%
Previous 0.21%
Shares
16 transactions
Others Institutions Holding BOTZ
# of Institutions
389Shares Held
33.7MCall Options Held
303KPut Options Held
481K-
Bank Of America Corp Charlotte, NC6.4MShares$197 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.99MShares$92 Million0.01% of portfolio
-
Ubs Group Ag1.84MShares$56.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.73MShares$53.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.15MShares$35.3 Million0.01% of portfolio