One Charles Private Wealth Services, LLC Focus Financial Partners Inc. Transaction History

One Charles Private Wealth Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 20, 2020	SELL	$30.42 - $39.94 $772,485 - $1.01 Million	-25,394 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$18.66 - $33.05 $473,852 - $839,271	25,394 New	25,394 $1.01 Million
Q1 2020 May 12, 2020	SELL	$13.88 - $34.04 $373,288 - $915,471	-26,894 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$21.28 - $30.22 $572,304 - $812,736	26,894 New	26,894 $793,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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