CHARTER OAK CAPITAL MANAGEMENT, LLC Top 13F Holdings
Charter OAK Capital Management is a large advisory firm with 1256 clients and discretionary assets under management (AUM) of $1,109,715,192 (Form ADV from 2024-08-30). Their last …
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CHARTER OAK CAPITAL MANAGEMENT, LLC Top 13F Holdings
2 weeks from now
Charter OAK Capital Management is a large advisory firm with 1256 clients and discretionary assets under management (AUM) of $1,109,715,192 (Form ADV from 2024-08-30). Their last …
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Charter Oak Capital Management, LLC - 13F
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Charter Oak Capital Management, LLC reported 186 holdings with total value $1.07 B as of Q3 2024. Top holdings included IVV, AGG, VXUS, VXF, and BSV. Charter Oak Capital …
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Charter Oak Capital Management, Llc 13F Filings
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Dec 6, 2024 · Charter Oak Capital Management, Llc reported 186 holdings with total value $1.07B as of Q3 2024. Top holdings included IVV, AGG, VANGUARD STAR FDS, VXF ... Most recent …
sensamarket.com
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Charter Oak Capital Management, LLC Q1 2024 13F Top Portfolio …
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Jan 26, 2024 · Charter Oak Capital Management, LLC reported 182 holdings with total value $933 M as of Q1 2024. Top holdings included IVV, AGG, VXF, VXUS, and VEU. ... $933,139 Num …
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Charter Oak Capital Management, LLC Q2 2024 13F Top Portfolio …
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Charter Oak Capital Management, LLC reported 175 holdings with total value $958 M as of Q2 2024. Top holdings included IVV, AGG, VXF, VXUS, and BSV. ... $958,339 Num holdings 175 …
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$1.07Billion Charter Oak Capital Management, LLC Q3 2024 13F …
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Charter Oak Capital Management, LLC reported 186 stock holdings with total value $1.07B as of Q3 2024. Top holdings included IVV, AGG, VXUS, VXF, and BSV. Open main menu. …
portfoliosavvy.com
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Charter Oak Capital Management LLC 13F Portfolio - HedgeFollow
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Charter Oak Capital Management LLC Holdings Map Top 50 Charter Oak Capital Management LLC Holdings Trade Value: Any >$1M >$5M >$20M >$50M >$100M >$500M >$1B Δ in % of …
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Charter Oak Capital Management 13F Filings And Top Holdings And …
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Add alert Latest statistics and disclosures from Charter Oak Capital Management's latest quarterly 13F-HR filing: . Top 5 stock holdings are IVV, AGG, VXUS, VXF, BSV, and represent 59.98% …
stockzoa.com
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Blue Investment Partners LLC Grows Stock Position In ... - MarketBeat
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1 day ago · Blue Investment Partners LLC grew its holdings in NVIDIA Co. (NASDAQ:NVDA - Free Report) by 19.3% in the third quarter, according to its most recent filing with the …
marketbeat.com
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West Oak Capital LLC Has $2.28 Million Holdings In Bristol
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3 days ago · West Oak Capital LLC increased its position in shares of Bristol-Myers Squibb (NYSE:BMY - Free Report) by 2,608.1% during the fourth quarter, according to its most recent …
marketbeat.com
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West Oak Capital LLC Buys 13,796 Shares Of Lockheed Martin
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2 days ago · West Oak Capital LLC raised its stake in shares of Lockheed Martin Co. (NYSE:LMT - Free Report) by 277.9% during the 4th quarter, according to the company in its most recent …
marketbeat.com
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Charter Oak Capital Management, LLC Q1 2022 13F Top Portfolio …
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Charter Oak Capital Management, LLC reported 1,034 holdings with total value $818 M as of Q1 2022. Top holdings included IVV, VEU, AGG, BSV, and VXF. Charter Oak Capital …
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West Oak Capital LLC Acquires 94,886 Shares Of Wells Fargo
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2 days ago · West Oak Capital LLC lifted its position in Wells Fargo & Company by 696.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange …
marketbeat.com
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Charter Oak Capital Management, LLC Q3 2021 13F Top Portfolio …
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Charter Oak Capital Management, LLC reported 893 holdings with total value $798 M as of Q3 2021. Top holdings included IVV, AGG, VEU, BSV, and VXF. ... $798,492 Num holdings 893 …
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Spotify Technology S.A. (NYSE:SPOT) Is West Oak Capital LLC's 4th ...
2 weeks from now
2 days ago · West Oak Capital LLC raised its holdings in shares of Spotify Technology S.A. (NYSE:SPOT - Free Report) by 449,633.3% in the 4th quarter, according to its most recent …
marketbeat.com
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