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

One Charles Private Wealth Services, LLC

  • $254 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
-929
- 1.81%
$24.33 - $29.38 $22.6K - $27.3K
50.5K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 2.68%
$245.82 - $304.51 $12.8K - $15.8K
1.89K $574K
AMT
American Tower Corp

Real Estate
-28
- 1.11%
$192.27 - $242.73 $5.38K - $6.8K
2.5K $582K
WMT
Walmart Inc.

Consumer Defensive
-106
- 1.12%
$66.91 - $81.4 $7.09K - $8.63K
9.35K $755K
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 0.52%
$255.18 - $283.2 $12.8K - $14.2K
9.6K $2.72M
VBR
Vanguard Small Cap Value ETF

ETFs
-72
- 0.84%
$179.99 - $201.6 $13K - $14.5K
8.52K $1.71M
META
Meta Platforms, Inc.

Communication Services
-22
- 0.85%
$453.41 - $572.44 $9.98K - $12.6K
2.56K $1.47M
RTX
Raytheon Technologies Corp

Industrials
-156
- 1.07%
$99.55 - $123.34 $15.5K - $19.2K
14.4K $1.74M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.65K
- 2.24%
$39.47 - $49.4 $105K - $131K
116K $5.5M
AWK
American Water Works Company, Inc.

Utilities
-258
- 1.08%
$127.76 - $149.9 $33K - $38.7K
23.7K $3.47M
ACVA
Acv Auctions Inc.

Consumer Cyclical
-77K
- 6.55%
$14.83 - $20.92 $1.14M - $1.61M
1.1M $22.3M
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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