One Charles Private Wealth Services, LLC Listed Fds Tr Horizon Kinetics Transaction History
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Listed Fds Tr Horizon Kinetics stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 496,766 shares of INFL stock, worth $20.9 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
496,766
Previous 487,659
1.87%
Holding current value
$20.9 Million
Previous $19.8 Million
5.68%
% of portfolio
6.45%
Previous 6.91%
Shares
18 transactions
Others Institutions Holding INFL
# of Institutions
168Shares Held
18.7MCall Options Held
14.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY4.15MShares$174 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN4MShares$168 Million10.05% of portfolio
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Lpl Financial LLC Fort Mill, SC1.19MShares$50 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA661KShares$27.8 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6640KShares$26.9 Million0.01% of portfolio