Charter Oak Capital Management, LLC ETFs

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$895,000 0.08% of portfolio
1,751
Q4 2024 Added 0.06%
$0
$855,000 0.08% of portfolio
17,692
Q3 2024 Reduced 1.53%
$0
$810,000 0.08% of portfolio
3,374
Q4 2024 Added 1.81%
$0
$798,000 0.07% of portfolio
6,212
Q4 2024 Reduced 1.22%
$0
$765,000 0.07% of portfolio
7,855
Q4 2024 Reduced 2.94%
$0
$716,000 0.07% of portfolio
3,870
Q3 2024 Added 8.4%
$0
$707,000 0.07% of portfolio
7,550
Q4 2024 Reduced 1.73%
$0
$680,000 0.06% of portfolio
5,097
Q4 2024 Reduced 1.89%
$0
$642,000 0.06% of portfolio
6,240
Q4 2023 Reduced 0.95%
$0
$637,000 0.06% of portfolio
4,389
Q4 2024 Added 0.09%
$0
$631,000 0.06% of portfolio
2,817
Q3 2024 Reduced 6.51%
$0
$617,000 0.06% of portfolio
1,538
Q4 2024 Added 7.25%
$0
$599,000 0.06% of portfolio
11,171
Q4 2024 Reduced 2.56%
$0
$560,000 0.05% of portfolio
5,792
Q3 2024 Added 5.94%
$0
$538,000 0.05% of portfolio
4,672
Q4 2024 Reduced 11.62%
$0
$526,000 0.05% of portfolio
8,967
Q4 2024 Reduced 10.98%
$0
$493,000 0.05% of portfolio
9,137
Q4 2024 Reduced 3.83%
$0
$489,000 0.05% of portfolio
1,816
Q2 2024 Added 9.13%
$0
$471,000 0.04% of portfolio
4,262
Q4 2024 Reduced 5.1%
$0
$457,000 0.04% of portfolio
11,352
Q4 2024 Reduced 2.33%
$0
$407,000 0.04% of portfolio
5,230
Q4 2024 Reduced 38.06%
$0
$406,000 0.04% of portfolio
5,967
Q4 2024 Reduced 7.39%
$0
$405,000 0.04% of portfolio
5,328
Q4 2024 Added 0.11%
$0
$395,000 0.04% of portfolio
1,699
Q4 2024 Reduced 5.24%
$0
$387,000 0.04% of portfolio
1,832
Q4 2024 Added 0.16%
$0
$380,000 0.04% of portfolio
3,575
Q4 2024 Reduced 17.51%
$0
$361,000 0.03% of portfolio
15,168
Q4 2024 Reduced 0.13%
$0
$359,000 0.03% of portfolio
15,659
Q4 2024 Added 1.55%
$0
$345,000 0.03% of portfolio
6,851
Q1 2023 Reduced 20.17%
$0
$329,000 0.03% of portfolio
4,859
Q4 2024 Reduced 0.47%
$0
$322,000 0.03% of portfolio
6,337
Q4 2024 Reduced 23.06%
$0
$321,000 0.03% of portfolio
6,365
Q4 2024 Added 0.08%
$0
$316,000 0.03% of portfolio
3,942
Q4 2024 Added 5.66%
$0
$309,000 0.03% of portfolio
3,342
Q3 2024 Reduced 45.9%
$0
$299,000 0.03% of portfolio
6,000
Q4 2024 Reduced 10.73%
$0
$298,000 0.03% of portfolio
3,422
Q4 2024 Reduced 18.56%
$0
$296,000 0.03% of portfolio
3,659
Q3 2024 Added 0.03%
$0
$293,000 0.03% of portfolio
3,292
Q4 2024 Reduced 8.22%
$0
$292,000 0.03% of portfolio
2,749
Q4 2024 Added 0.04%
$0
$282,000 0.03% of portfolio
2,562
Q4 2024 Added 1.39%
$0
$270,000 0.03% of portfolio
1,966
Q4 2024 Added 0.05%
$0
$269,000 0.03% of portfolio
2,297
Q3 2024 Added 14.17%
$0
$269,000 0.03% of portfolio
3,151
Q4 2024 Added 12.02%
$0
$259,000 0.02% of portfolio
22,825
Q4 2024 Added 53.45%
$0
$251,000 0.02% of portfolio
1,040
Q4 2024 Reduced 1.42%
$0
$247,000 0.02% of portfolio
1,883
Q4 2024 Added 15.24%
$0
$243,000 0.02% of portfolio
958
Q2 2024 Added 1.05%
$0
$235,000 0.02% of portfolio
3,584
Q4 2024 Reduced 1.29%
$0
$217,000 0.02% of portfolio
1,176
Q4 2024 New
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