One Charles Private Wealth Services, LLC Purchases and Sells in Q1 2025

One Charles Private Wealth Services, LLC

69 operations

Stock	Shares change	Price Range	Shares Held
BRK-B	5.01K + 5.85%	$442.66 - $534.52 $2.22M - $2.68M	90.7K $48.3M
TPL	612 + 2.43%	$1180.08 - $1431.01 $722K - $876K	25.8K $34.2M
JAAA	84.9K + 46.63%	$50.48 - $51.04 $4.29M - $4.33M	267K $13.5M
INFL	27.2K + 5.92%	$38.54 - $41.5 $1.05M - $1.13M	488K $19.8M
VTV	8.6K + 11.26%	$167.73 - $179.21 $1.44M - $1.54M	85K $14.7M
VUG	3.66K + 14.49%	$369.1 - $427.61 $1.35M - $1.56M	28.9K $10.7M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USAC	7.8K New	$23.75 - $29.24 $185K - $228K	7.8K $210K
JANUS DETROIT STR TR	68.3K New	N/A	68.3K $0

36 operations

Stock	Shares change	Price Range	Shares Held
ACVA	-705 - 0.07%	$13.1 - $22.25 $9.24K - $15.7K	1M $14.1M
ARKK	-47.4K - 38.6%	$47.25 - $67.02 $2.24M - $3.18M	75.4K $3.59M
GBTC	-1.83K - 0.62%	$62.43 - $84.12 $114K - $154K	293K $19.1M
AMZN	-393 - 3.25%	$190.26 - $242.06 $74.8K - $95.1K	11.7K $2.22M
VGT	-51 - 1.15%	$542.38 - $646.34 $27.7K - $33K	4.38K $2.37M
XLY	-458 - 6.15%	$192.6 - $233.2 $88.2K - $107K	6.99K $1.38M

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