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| Name: |
One Charles Private Wealth Services LLC |
| City: |
HINGHAM |
| State: |
MA |
| Zip: |
02043 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GBTC |
Grayscale Bitcoin |
3 |
New |
$0.00 |
$19,192,000 |
303,808 |
8.36% |
19,192,000 |
303,808 |
0.058 |
N/A |
|
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ARKB |
ARK 21Shares Bitcoin ETF |
23 |
New |
$0.00 |
$1,797,000 |
25,318 |
0.78% |
1,797,000 |
25,318 |
0.281 |
N/A |
|
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VCSH |
Vanguard Scottsdale Funds |
62 |
New |
$76.94 |
$660,000 |
8,535 |
0.29% |
660,000 |
8,535 |
0.002 |
N/A |
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DIS |
Walt Disney Co |
119 |
New |
$101.54 |
$271,000 |
2,215 |
0.12% |
271,000 |
2,215 |
0 |
Entertainment - Diver... |
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V |
Visa Inc |
128 |
New |
$278.67 |
$246,000 |
881 |
0.11% |
246,000 |
881 |
0 |
Business Services |
|
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BCDF |
Horizon Kinetics Blockchain... |
131 |
New |
$0.00 |
$244,000 |
9,777 |
0.11% |
244,000 |
9,777 |
0 |
N/A |
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IVV |
iShares Core S&P 500 Etf |
130 |
New |
$536.73 |
$244,000 |
465 |
0.11% |
244,000 |
465 |
0 |
Closed - End Fund - E... |
|
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VPU |
Vanguard Utilities VIPERS |
136 |
New |
$151.50 |
$222,000 |
1,556 |
0.1% |
222,000 |
1,556 |
0.005 |
Closed - End Fund - E... |
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FXL |
First Trust Technology Alph... |
137 |
New |
$131.55 |
$210,000 |
1,557 |
0.09% |
210,000 |
1,557 |
0.011 |
Closed - End Fund - Debt |
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MDY |
Standrd Poor Mdcp 400 SPDR |
138 |
New |
$534.67 |
$210,000 |
377 |
0.09% |
210,000 |
377 |
0 |
Closed - End Fund - E... |
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FICO |
Fair Isaac Corp |
140 |
New |
$1,310.32 |
$209,000 |
167 |
0.09% |
209,000 |
167 |
0.001 |
Business Services |
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INTS |
Intensity Therapeutics, Inc. |
142 |
New |
$0.00 |
$165,000 |
31,800 |
0.07% |
165,000 |
31,800 |
0.232 |
N/A |
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