One Charles Private Wealth Services, LLC Invesco S&P 500 Equal Weight M Transaction History
One Charles Private Wealth Services, LLC
- $236 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding RTM
# of Institutions
93Shares Held
3.9MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.1.41MShares$00.92% of portfolio
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Bank Of America Corp Charlotte, NC330KShares$00.0% of portfolio
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Avantax Advisory Services, Inc.229KShares$00.0% of portfolio
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Envestnet Asset Management Inc156KShares$00.0% of portfolio
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Obsidian Personal Planning Solutions LLC125KShares$00.0% of portfolio