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Listed Fds Tr shares owned by One Charles Private Wealth Services

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

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

Tip: Access up to 7 years of quarterly data

All positions including Listed Fds 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 Fds Tr by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $935k 33k 28.13
2025-06-30 $367k 13k 28.04

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Texas Pacific Land Corp (TPL)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Landbridge Company Cl A (LB)
Select Sector Spdr Tr Technology (XLK)
Acv Auctions Com Cl A (ACVA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for One Charles Private Wealth Services

Top funds holding Listed Fds Tr

Horizon Kinetics Asset Management
Pekin, Singer Strauss Asset Management
Scotia Capital
One Charles Private Wealth Services
Dynamic Advisors Solutions
Citadel Advisors
Davenport & Co
Atlas Wealth Partners
York GP
Quantinno Capital Management
Barclays
Hilltop National Bank
Advisor Group Holdings
Steward Partners Investment Advisory
UBS Group

View all funds holding Listed Fds Tr