Charter Oak Capital Management, LLC's ownership history for ITOT

Charter Oak Capital Management, LLC currently holds 6.1K shares with a market value of $875.8K. It started holding ITOT on 2024-09-30. At its peak, it held 6.4K shares on 2025-03-31. Its highest holding value was $926.3K on 2025-12-31. At its lowest, it held 6.1K shares on 2026-03-31, with a value of $781.5K on 2025-03-31. In the recent 180 days, Charter Oak Capital Management, LLC has decreased its shares by 82. In the recent year, Charter Oak Capital Management, LLC has decreased its shares by 256.