One Charles Private Wealth Services, LLC Ishares U.S. Consumer Staples Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 4,704 shares of IYK stock, worth $325,704. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,704
Previous 4,704
-0.0%
Holding current value
$325,704
Previous $331,000
6.95%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding IYK
# of Institutions
259Shares Held
9.69MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$102 Million1.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$51.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$49.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY686KShares$47.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC574KShares$39.7 Million0.0% of portfolio