One Charles Private Wealth Services, LLC New Holdings in Q3 2024

One Charles Private Wealth Services, LLC

  • $254 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MPLX
Mplx LP

Energy
36.2K
New
$40.44 - $45.07 $1.46M - $1.63M
36.2K $1.61M
JBBB
Janus Detroit Str Tr Henderson

ETFs
16.8K
New
$48.27 - $49.33 $812K - $830K
16.8K $823K
IXN
Ishares Global Information Tec

ETFs
6.52K
New
$73.0 - $87.81 $476K - $573K
6.52K $538K
DMLP
Dorchester Minerals, L.P.

Energy
11K
New
$28.87 - $32.64 $317K - $358K
11K $331K
LMT
Lockheed Martin Corp

Industrials
424
New
$460.3 - $584.56 $195K - $248K
424 $247K
PLTR
Palantir Technologies Inc.

Technology
5.93K
New
$24.09 - $37.95 $143K - $225K
5.93K $220K
NEE
Nextera Energy Inc

Utilities
2.53K
New
$69.9 - $84.97 $177K - $215K
2.53K $213K
TJX
Tjx Companies Inc

Consumer Cyclical
1.72K
New
$107.93 - $120.23 $186K - $207K
1.72K $202K
ORCC
Owl Rock Capital Corp

Financial Services
14K
New
N/A
14K $187K
SACH
Sachem Capital Corp.

Real Estate
38.6K
New
$2.25 - $3.0 $86.9K - $116K
38.6K $97K
Annaly Capital Management In
10K
New
N/A
10K $0
Activity Summary
Buys All Purchases 44 New Holdings 12 Increased Positions 32 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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