ONE CHARLES PRIVATE WEALTH SERVICES, LLC Holdings
ONE CHARLES PRIVATE WEALTH SERVICES, LLC is an investment fund managing more than 150.88M US dollars. The largest holdings include ACV Auctions, Horizon Kinetics Inflation Beneficiaries ETF and Texas Pacific Land. In Q3 2022 the fund bought assets of total value of 16.09M US dollars and sold assets of total value of 13.69M US dollars.
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
$150.88M
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
-17.07%
quarter
ONE CHARLES PRIVATE WEALTH SERVICES, LLC 1 year portfolio value change:
-57.30%
1 year
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2020 | -15862000 | 15783000 |
| Q2 2020 | 99575000 | 26165000 |
| Q3 2020 | 25709000 | 55776000 |
| Q4 2020 | 6467000 | 157814000 |
| Q1 2021 | 11459000 | 1130000 |
| Q2 2021 | 127518000 | 69000 |
| Q3 2021 | 29614000 | 5350000 |
| Q4 2021 | 15986000 | 16868000 |
| Q1 2022 | 10397000 | 22841000 |
| Q2 2022 | 10981000 | 29862000 |
| Q3 2022 | 16090000 | 13685000 |
ONE CHARLES PRIVATE WEALTH SERVICES, LLC 13F holdings
| Stock |
|---|
| Portfolio share: 8.54% Portfolio value: 12.87M Avg. open price: $17.48 Current price: $8.69 P/L: -50.30% Bought +88.53% shares Q3 2022 |
| Portfolio share: 6.96% Portfolio value: 10.50M Avg. open price: $27.99 Current price: $32.98 P/L: +17.82% Bought +2.67% shares Q3 2022 |
| Portfolio share: 5.63% Portfolio value: 8.48M Avg. open price: $1,480.39 Current price: $2,600.61 P/L: +75.67% Bought +10.53% shares Q3 2022 |
| Portfolio share: 5.49% Portfolio value: 8.29M Avg. open price: $26.79 Current price: $26.29 P/L: -1.85% Sold -0.86% shares Q3 2022 |
| Portfolio share: 5.46% Portfolio value: 8.24M Avg. open price: N/A Current price: N/A P/L: N/A Bought +10.91% shares Q3 2022 |
| Portfolio share: 3.90% Portfolio value: 5.88M Avg. open price: $97.54 Current price: $146 P/L: +49.68% Bought +4.30% shares Q3 2022 |
| Portfolio share: 3.04% Portfolio value: 4.58M Avg. open price: $84.23 Current price: $84.21 P/L: -0.03% Bought +3.86% shares Q3 2022 |
| Portfolio share: 2.86% Portfolio value: 4.32M Avg. open price: $116.97 Current price: $38.16 P/L: -67.38% Bought +0.91% shares Q3 2022 |
| Portfolio share: 2.79% Portfolio value: 4.21M Avg. open price: $114.57 Current price: $147.81 P/L: +29.02% Bought +6.13% shares Q3 2022 |
| Portfolio share: 2.67% Portfolio value: 4.03M Avg. open price: $134.63 Current price: $135.36 P/L: +0.54% Bought +8.21% shares Q3 2022 |
| Portfolio share: 2.62% Portfolio value: 3.96M Avg. open price: $122.94 Current price: $139.78 P/L: +13.70% Bought +7.56% shares Q3 2022 |
| Portfolio share: 2.30% Portfolio value: 3.46M Avg. open price: $124.09 Current price: $116.53 P/L: -6.09% Bought +55.29% shares Q3 2022 |
| Portfolio share: 2.06% Portfolio value: 3.10M Avg. open price: $62.07 Current price: $52.21 P/L: -15.89% Sold -3.00% shares Q3 2022 |
| Portfolio share: 1.90% Portfolio value: 2.87M Avg. open price: $92.96 Current price: $79.33 P/L: -14.66% Sold -16.55% shares Q3 2022 |
| Portfolio share: 1.79% Portfolio value: 2.69M Avg. open price: $79 Current price: $66.69 P/L: -15.58% Sold -3.21% shares Q3 2022 |
| Portfolio share: 1.66% Portfolio value: 2.50M Avg. open price: N/A Current price: N/A P/L: N/A Bought +27.54% shares Q3 2022 |
| Portfolio share: 1.54% Portfolio value: 2.32M Avg. open price: $256.11 Current price: $233.17 P/L: -8.96% Bought +0.68% shares Q3 2022 |
| Portfolio share: 1.35% Portfolio value: 2.03M Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.72% shares Q3 2022 |
| Portfolio share: 1.28% Portfolio value: 1.92M Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.72% shares Q3 2022 |
| Portfolio share: 1.24% Portfolio value: 1.87M Avg. open price: $114.87 Current price: $107.09 P/L: -6.77% Bought +135.36% shares Q3 2022 |
| Portfolio share: 1.22% Portfolio value: 1.83M Avg. open price: $93.67 Current price: $80.27 P/L: -14.31% Sold -24.29% shares Q3 2022 |
| Portfolio share: 1.05% Portfolio value: 1.58M Avg. open price: $241.98 Current price: $203.99 P/L: -15.70% Bought +0.19% shares Q3 2022 |
| Portfolio share: 1.00% Portfolio value: 1.51M Avg. open price: $98.06 Current price: $101.01 P/L: +3.01% Bought +1.83% shares Q3 2022 |
| Portfolio share: 0.95% Portfolio value: 1.43M Avg. open price: $37.37 Current price: $36.08 P/L: -3.46% Bought +0.22% shares Q3 2022 |
| Portfolio share: 0.95% Portfolio value: 1.43M Avg. open price: $170.53 Current price: $145.96 P/L: -14.41% Sold -16.77% shares Q3 2022 |
| Portfolio share: 0.94% Portfolio value: 1.42M Avg. open price: N/A Current price: $50.4 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.94% Portfolio value: 1.41M Avg. open price: $71.3 Current price: $51.94 P/L: -27.15% Sold -48.45% shares Q3 2022 |
| Portfolio share: 0.88% Portfolio value: 1.32M Avg. open price: $72.45 Current price: $77.19 P/L: +6.54% Bought +317.36% shares Q3 2022 |
| Portfolio share: 0.85% Portfolio value: 1.28M Avg. open price: $118.72 Current price: $110.18 P/L: -7.19% Bought +18.82% shares Q3 2022 |
| Portfolio share: 0.80% Portfolio value: 1.20M Avg. open price: N/A Current price: $22.62 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.78% Portfolio value: 1.17M Avg. open price: $203.9 Current price: $255.02 P/L: +25.07% Bought +0.04% shares Q3 2022 |
| Portfolio share: 0.78% Portfolio value: 1.17M Avg. open price: $141.91 Current price: $135.16 P/L: -4.76% Bought +1.78% shares Q3 2022 |
| Portfolio share: 0.74% Portfolio value: 1.11M Avg. open price: $54.93 Current price: $109.86 P/L: +99.99% Bought +0.02% shares Q3 2022 |
| Portfolio share: 0.71% Portfolio value: 1.07M Avg. open price: $789 Current price: $94.13 P/L: -88.07% Bought +14.85% shares Q3 2022 |
| Portfolio share: 0.71% Portfolio value: 1.06M Avg. open price: $70.13 Current price: $71.03 P/L: +1.28% Bought +44.75% shares Q3 2022 |
| Portfolio share: 0.70% Portfolio value: 1.05M Avg. open price: N/A Current price: $261.87 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.65% Portfolio value: 987K Avg. open price: $89.23 Current price: $32.98 P/L: -63.04% Sold -13.99% shares Q3 2022 |
| Portfolio share: 0.60% Portfolio value: 908K Avg. open price: $170.02 Current price: $169.37 P/L: -0.38% Bought +4.90% shares Q3 2022 |
| Portfolio share: 0.56% Portfolio value: 844K Avg. open price: $33.98 Current price: $35.93 P/L: +5.73% Bought +55.27% shares Q3 2022 |
| Portfolio share: 0.51% Portfolio value: 774K Avg. open price: $154.06 Current price: $153.74 P/L: -0.21% Bought +4.64% shares Q3 2022 |
| Portfolio share: 0.51% Portfolio value: 774K Avg. open price: $26.01 Current price: $18.96 P/L: -27.10% Bought +21.66% shares Q3 2022 |
| Portfolio share: 0.51% Portfolio value: 765K Avg. open price: $245.62 Current price: $216.05 P/L: -12.04% Bought +4.64% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 708K Avg. open price: $5.55 Current price: $4.48 P/L: -19.28% Bought +4.87% shares Q3 2022 |
| Portfolio share: 0.46% Portfolio value: 697K Avg. open price: $58.39 Current price: $81.13 P/L: +38.95% Bought +0.74% shares Q3 2022 |
| Portfolio share: 0.45% Portfolio value: 683K Avg. open price: $164.94 Current price: $178.88 P/L: +8.45% Sold -0.02% shares Q3 2022 |
| Portfolio share: 0.43% Portfolio value: 649K Avg. open price: $208.95 Current price: $124 P/L: -40.66% Sold -26.22% shares Q3 2022 |
| Portfolio share: 0.41% Portfolio value: 618K Avg. open price: $483.54 Current price: $494.53 P/L: +2.27% Bought +8.72% shares Q3 2022 |
| Portfolio share: 0.41% Portfolio value: 617K Avg. open price: $2,786.84 Current price: $100.44 P/L: -96.40% Sold -0.17% shares Q3 2022 |
| Portfolio share: 0.38% Portfolio value: 568K Avg. open price: $388.63 Current price: $304.73 P/L: -21.59% Sold -55.11% shares Q3 2022 |
| Portfolio share: 0.37% Portfolio value: 556K Avg. open price: $154.97 Current price: $150.61 P/L: -2.81% Bought +0.02% shares Q3 2022 |
| Portfolio share: 0.35% Portfolio value: 534K Avg. open price: $401.29 Current price: $347.21 P/L: -13.48% Sold -70.78% shares Q3 2022 |
| Portfolio share: 0.34% Portfolio value: 518K Avg. open price: $223.48 Current price: $269.9 P/L: +20.77% Bought +0.31% shares Q3 2022 |
| Portfolio share: 0.33% Portfolio value: 501K Avg. open price: $52.28 Current price: $54.91 P/L: +5.03% Bought +3.80% shares Q3 2022 |
| Portfolio share: 0.32% Portfolio value: 484K Avg. open price: $155.72 Current price: $158.71 P/L: +1.92% Bought +0.06% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 472K Avg. open price: $239.34 Current price: $273.4 P/L: +14.23% Bought +0.05% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 456K Avg. open price: $2,187.45 Current price: $100.83 P/L: -95.39% Bought +12.86% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 454K Avg. open price: $58.39 Current price: $50.91 P/L: -12.81% Sold -0.10% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 449K Avg. open price: $56.61 Current price: $49.15 P/L: -13.17% Sold -3.56% shares Q3 2022 |
| Portfolio share: 0.30% Portfolio value: 447K Avg. open price: $147.2 Current price: $46.24 P/L: -68.59% Sold -14.26% shares Q3 2022 |
| Portfolio share: 0.29% Portfolio value: 437K Avg. open price: $147.39 Current price: $153.22 P/L: +3.95% Bought +0.15% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 427K Avg. open price: $122.09 Current price: $108.09 P/L: -11.47% Bought +0.09% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 426K Avg. open price: $76.62 Current price: $76.5 P/L: -0.16% Sold -0.05% shares Q2 2022 |
| Portfolio share: 0.27% Portfolio value: 414K Avg. open price: $257.64 Current price: $245.97 P/L: -4.53% Bought +61.74% shares Q3 2022 |
| Portfolio share: 0.27% Portfolio value: 410K Avg. open price: $473.9 Current price: $406.91 P/L: -14.14% Sold -4.01% shares Q3 2022 |
| Portfolio share: 0.27% Portfolio value: 402K Avg. open price: $36.26 Current price: $21.72 P/L: -40.10% Sold -4.35% shares Q3 2022 |
| Portfolio share: 0.27% Portfolio value: 400K Avg. open price: N/A Current price: $255.96 P/L: N/A Sold -49.96% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 395K Avg. open price: $132.95 Current price: $163.66 P/L: +23.10% Sold -1.37% shares Q2 2022 |
| Portfolio share: 0.25% Portfolio value: 382K Avg. open price: N/A Current price: $191.74 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 370K Avg. open price: $473.9 Current price: $406.91 P/L: -14.14% Sold -3.51% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 367K Avg. open price: $161.25 Current price: $123.49 P/L: -23.42% Bought +22.21% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 364K Avg. open price: $131.06 Current price: $148.67 P/L: +13.44% Bought +0.03% shares Q2 2022 |
| Portfolio share: 0.24% Portfolio value: 359K Avg. open price: $132.9 Current price: $125.66 P/L: -5.45% Bought +0.06% shares Q2 2022 |
| Portfolio share: 0.24% Portfolio value: 358K Avg. open price: $397.78 Current price: $292.55 P/L: -26.46% Bought +0.75% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 355K Avg. open price: $79.62 Current price: $70.29 P/L: -11.72% Bought +4.03% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 352K Avg. open price: $136.47 Current price: $125.98 P/L: -7.69% Bought +1.52% shares Q2 2022 |
| Portfolio share: 0.23% Portfolio value: 343K Avg. open price: $257.9 Current price: $219.37 P/L: -14.94% Bought +21.43% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 342K Avg. open price: $287.02 Current price: $254.07 P/L: -11.48% Bought +0.06% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 339K Avg. open price: $167.32 Current price: $185.69 P/L: +10.98% Bought +3.49% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 339K Avg. open price: N/A Current price: $69.1 P/L: N/A N/A Q2 2021 |
| Portfolio share: 0.22% Portfolio value: 337K Avg. open price: N/A Current price: $295.38 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.22% Portfolio value: 330K Avg. open price: $304.11 Current price: $327.99 P/L: +7.85% Bought +0.08% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 323K Avg. open price: $269.22 Current price: $214.73 P/L: -20.24% Sold -0.84% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 317K Avg. open price: $81.27 Current price: $110.04 P/L: +35.40% Bought +0.05% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 312K Avg. open price: $142.27 Current price: $151.62 P/L: +6.58% Bought +4.83% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 306K Avg. open price: N/A Current price: $137.49 P/L: N/A Sold -5.25% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 297K Avg. open price: $173.18 Current price: $167.26 P/L: -3.42% Bought +9.02% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 293K Avg. open price: $421.49 Current price: $536.16 P/L: +27.21% Bought +0.52% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 291K Avg. open price: $463.08 Current price: $341.53 P/L: -26.25% Bought +0.09% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 289K Avg. open price: $384.53 Current price: $545.6 P/L: +41.89% Bought +0.16% shares Q1 2022 |
| Portfolio share: 0.19% Portfolio value: 289K Avg. open price: $134.99 Current price: $99.43 P/L: -26.34% Bought +0.72% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 283K Avg. open price: N/A Current price: $57.5 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 278K Avg. open price: $51.61 Current price: $29.41 P/L: -43.02% Bought +3.03% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 273K Avg. open price: N/A Current price: $89.33 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 268K Avg. open price: $55.41 Current price: $55.06 P/L: -0.63% Sold -5.11% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 267K Avg. open price: N/A Current price: $87.64 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 263K Avg. open price: $600 Current price: $563 P/L: -6.17% Sold -0.57% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 257K Avg. open price: N/A Current price: $187.52 P/L: N/A Sold -40.04% shares Q2 2022 |
| Portfolio share: 0.17% Portfolio value: 256K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 253K Avg. open price: $51.31 Current price: $41.22 P/L: -19.66% Bought +3.24% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 245K Avg. open price: N/A Current price: $210.04 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 243K Avg. open price: $194.81 Current price: $188.05 P/L: -3.47% Sold -21.43% shares Q4 2021 |
| Portfolio share: 0.16% Portfolio value: 243K Avg. open price: $109.83 Current price: $105.05 P/L: -4.36% N/A Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 239K Avg. open price: $56.18 Current price: $49.7 P/L: -11.53% Sold -0.75% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 232K Avg. open price: $131.6 Current price: $112.2 P/L: -14.74% Bought +0.58% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 230K Avg. open price: $200.17 Current price: $219.08 P/L: +9.44% Bought +0.15% shares Q2 2022 |
| Portfolio share: 0.15% Portfolio value: 228K Avg. open price: N/A Current price: $235.2 P/L: N/A Sold -1.08% shares Q3 2021 |
| Portfolio share: 0.15% Portfolio value: 224K Avg. open price: $161.33 Current price: $181.03 P/L: +12.21% Bought +0.52% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 224K Avg. open price: $202.13 Current price: $214.84 P/L: +6.29% N/A Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 223K Avg. open price: $82.77 Current price: $83.35 P/L: +0.70% Sold -0.52% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 221K Avg. open price: $75.58 Current price: $85.2 P/L: +12.73% Bought +3.49% shares Q2 2022 |
| Portfolio share: 0.15% Portfolio value: 220K Avg. open price: N/A Current price: $199.45 P/L: N/A Sold -6.30% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 212K Avg. open price: $183.48 Current price: $177.66 P/L: -3.17% Sold -0.07% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 206K Avg. open price: $273.66 Current price: $168.76 P/L: -38.33% Bought +7.07% shares Q2 2022 |
| Portfolio share: 0.14% Portfolio value: 204K Avg. open price: N/A Current price: $232.34 P/L: N/A Sold -5.84% shares Q3 2021 |
| Portfolio share: 0.13% Portfolio value: 200K Avg. open price: $35.92 Current price: $32.28 P/L: -10.13% Bought +0.25% shares Q3 2022 |
| Portfolio share: 0.09% Portfolio value: 139K Avg. open price: N/A Current price: $13.87 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $37.37 Current price: $36.08 P/L: -3.46% N/A Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $0.2 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $127.87 Current price: $109.42 P/L: -14.43% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $38.97 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $94.04 Current price: $102.33 P/L: +8.82% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $172.3 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $47.98 Current price: $90.31 P/L: +88.22% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $31.07 Current price: $29.47 P/L: -5.15% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $79.56 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $651.84 Current price: $457.67 P/L: -29.79% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $52.24 Current price: $38.18 P/L: -26.91% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $408.71 P/L: N/A Sold -100.00% shares Q3 2022 |
Showing TOP 128 ONE CHARLES PRIVATE WEALTH SERVICES's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of ONE CHARLES PRIVATE WEALTH SERVICES, LLC?
The biggest position of the ONE CHARLES PRIVATE WEALTH SERVICES, LLC is ACV Auctions Inc. (ACVA) with 8.54% portfolio share worth of 12.88M US dollars.
Top 5 ONE CHARLES PRIVATE WEALTH SERVICES's holdings represent 32.08% of the portfolio:
- ACV Auctions Inc. (ACVA) – 8.54%
- Horizon Kinetics Inflation Beneficiaries ETF (INFL) – 6.96%
- Texas Pacific Land Corporation (TPL) – 5.63%
- Fundamental Income Net Lease Real Estate ETF (NETL) – 5.49%
- BERKSHIRE HATHAWAY INC DEL () – 5.46%
Who is the portfolio manager of ONE CHARLES PRIVATE WEALTH SERVICES, LLC?
The portfolio manager of the ONE CHARLES PRIVATE WEALTH SERVICES, LLC is .
What is the total asset value of the ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio?
ONE CHARLES PRIVATE WEALTH SERVICES, LLC total asset value (portfolio value) is 150.88M US dollars.
Who is ?
is the portfolio manager of the ONE CHARLES PRIVATE WEALTH SERVICES, LLC.
What is (ONE CHARLES PRIVATE WEALTH SERVICES, LLC) fund performance?
ONE CHARLES PRIVATE WEALTH SERVICES's quarterly performance is -17.07%, annualy -57.30%.
What is the ONE CHARLES PRIVATE WEALTH SERVICES, LLC CIK?
ONE CHARLES PRIVATE WEALTH SERVICES's Central Index Key is 0001800938 .