One Charles Private Wealth Services, LLC ARKK Holdings History
One Charles Private Wealth Services, LLC's ARK Innovation ETF Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held 75,398.00 shares of ARK Innovation ETF(ARKK), totaling $3.59 Mil. This investment constitutes 1.16% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0.08% of the outstanding ARK Innovation ETF(ARKK) stock.
The initial trade took place in 2019Q4. And since then One Charles Private Wealth Services, LLC has made 9 purchases of ARKK, at an average price of $63.00, for a total of 455,282.00 shares. In addition, there have been 12 sales at an average price of $80.45 for 379,884.00 shares. Based on historical transaction data and ARKK's current price of $70.46, One Charles Private Wealth Services, LLC's estimated gain on his ARKK holdings is $7.19 Mil, reflecting a 25.07% gain to date.
One Charles Private Wealth Services, LLC ARKK ($70.46) Holding Chart
One Charles Private Wealth Services, LLC ARKK ($70.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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