True Wealth Design, LLC Orange County Bancorp, Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Orange County Bancorp, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 12 shares of OBT stock, worth $310. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 2
500.0%
Holding current value
$310
Previous $52,000
482.69%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding OBT
# of Institutions
93Shares Held
5.63MCall Options Held
0Put Options Held
0-
Hudson Valley Investment Advisors Inc1.16MShares$30.1 Million3.04% of portfolio
-
Wellington Management Group LLP Boston, MA592KShares$15.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA551KShares$14.3 Million0.0% of portfolio
-
Black Rock Inc. New York, NY327KShares$8.47 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6316KShares$8.18 Million0.01% of portfolio
About Orange County Bancorp, Inc.
- Ticker OBT
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 5,642,120
- Market Cap $146M
- Description
- Orange County Bancorp, Inc., through its subsidiaries, provides commercial and consumer banking products and services, and trust and wealth management services to small businesses, middle-market enterprises, local municipal governments, and affluent individuals. It accepts various deposit products, including interest-bearing and noninterest-bear...