True Wealth Design, LLC Orange County Bancorp, Inc. Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 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 2 shares of OBT stock, worth $51. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2Holding current value
$51% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding OBT
# of Institutions
72Shares Held
4.75MCall Options Held
0Put Options Held
0-
Hudson Valley Investment Advisors Inc1.18MShares$30.1 Million3.33% of portfolio
-
Wellington Management Group LLP Boston, MA509KShares$13 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA451KShares$11.5 Million0.0% of portfolio
-
Banc Funds CO LLC Chicago, IL434KShares$11.1 Million1.82% of portfolio
-
Black Rock Inc. New York, NY327KShares$8.37 Million0.0% of portfolio
About Orange County Bancorp, Inc.
- Ticker OBT
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 5,642,120
- Market Cap $144M
- 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...