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Listed Fd Tr shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Listed Fd Tr (BCDF) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 9.8k 27.90
2024-03-31 $244k 9.8k 25.00

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Acv Auctions Com Cl A (ACVA)
Texas Pacific Land Corp (TPL)
Listed Fd Tr Horizon Kinetics (INFL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ark Etf Tr Innovation Etf (ARKK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for One Charles Private Wealth Services

Top funds holding Listed Fd Tr

Horizon Kinetics Asset Management
Moors & Cabot
TrinityPoint Wealth
EagleClaw Capital Managment
One Charles Private Wealth Services
Adalta Capital Management
CoreCap Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Listed Fd Tr