One Charles Private Wealth Services, LLC Options Holdings

One Charles Private Wealth Services, LLC

  • $325 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BAC
Bank Of America Corp

Financial Services
PUT
$473,000
10K
Q1 2023
Reduced 15.97%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $325 Million
  • Prior Value $287 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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