One Charles Private Wealth Services, LLC Ishares Tr Us Broker Dealers & Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
159Shares Held
8.99MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$186 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$174 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL880KShares$131 Million0.07% of portfolio
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Janney Montgomery Scott LLC822KShares$122 Million0.29% of portfolio
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Truist Financial Corp783KShares$116 Million0.16% of portfolio