One Charles Private Wealth Services, LLC Listed Fds Tr Horizon Kinetics Call Options Transaction History

One Charles Private Wealth Services, LLC

$236 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding INFL

# of Institutions

122

Shares Held

13.5M

Call Options Held

2.9K

Put Options Held

1.7K

Jpmorgan Chase & CO New York, NY

4.5M
Shares

$181 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.1M
Shares

$84.2 Million
4.53% of portfolio
Lpl Financial LLC Fort Mill, SC

632K
Shares

$25.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

367K
Shares

$14.7 Million
0.0% of portfolio
Engrave Wealth Partners LLC

298K
Shares

$11.9 Million
2.68% of portfolio

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