One Charles Private Wealth Services, LLC Ishares Tr U S Utils ETF Transaction History
One Charles Private Wealth Services, LLC
- $236 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
264Shares Held
6.78MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.43MShares$147 Million0.13% of portfolio
-
Destination Wealth Management643KShares$65.9 Million1.89% of portfolio
-
Morgan Stanley New York, NY568KShares$58.2 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ447KShares$45.9 Million0.89% of portfolio
-
Bank Of America Corp Charlotte, NC389KShares$39.9 Million0.0% of portfolio