One Charles Private Wealth Services, LLC INFL Holdings History
One Charles Private Wealth Services, LLC's Horizon Kinetics Inflation Beneficiaries ETF Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held 487,659.00 shares of Horizon Kinetics Inflation Beneficiaries ETF(INFL), totaling $19.82 Mil. This investment constitutes 6.42% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 1.68% of the outstanding Horizon Kinetics Inflation Beneficiaries ETF(INFL) stock.
The initial trade took place in 2021Q2. And since then One Charles Private Wealth Services, LLC has made 14 purchases of INFL, at an average price of $31.56, for a total of 507,699.00 shares. In addition, there have been 2 sales at an average price of $30.74 for 20,040.00 shares. Based on historical transaction data and INFL's current price of $42.45, One Charles Private Wealth Services, LLC's estimated gain on his INFL holdings is $5.29 Mil, reflecting a 33.03% gain to date.
One Charles Private Wealth Services, LLC INFL ($42.45) Holding Chart
One Charles Private Wealth Services, LLC INFL ($42.45) 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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