Listed Fd Tr shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Listed Fd Tr (INFL) 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
Download as csv
Download as Excel
Quarterly reported holdings in Listed Fd Tr by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 397k | 31.47 |
| 2023-09-30 | $12M | 404k | 30.44 |
| 2023-06-30 | $12M | 402k | 30.57 |
| 2023-03-31 | $12M | 401k | 30.84 |
| 2022-12-31 | $12M | 385k | 31.48 |
| 2022-09-30 | $11M | 377k | 27.83 |
| 2022-06-30 | $10M | 368k | 28.26 |
| 2022-03-31 | $11M | 334k | 33.31 |
| 2021-12-31 | $10M | 324k | 31.21 |
| 2021-09-30 | $9.3M | 317k | 29.20 |
| 2021-06-30 | $9.1M | 302k | 30.05 |
| 2021-03-31 | $1.2M | 44k | 27.11 |
More positions owned by One Charles Private Wealth Services
View all positions for One Charles Private Wealth Services