One Charles Private Wealth Services, LLC
Q3 2023 13F Holdings
Location
Hingham, MA
Holdings as of
9/30/2023
Value ($000)
$171,053
Num holdings
126
Date filed
11/13/2023
Form type
13F-HR
Prev filing
8/8/2023
Next filing
2/13/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q1
2023 Q4 - RESTATEMENT
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2021 Q3
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2020 Q4
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2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type