True Wealth Design, LLC Orange County Bancorp, Inc. Call Options Transaction History
True Wealth Design, LLC
- $327 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding OBT
# of Institutions
94Shares Held
6.46MCall Options Held
0Put Options Held
0- 
    
      Hudson Valley Investment Advisors Inc1.16MShares$28.2 Million3.04% of portfolio
 - 
    
      Wellington Management Group LLP Boston, MA966KShares$23.4 Million0.0% of portfolio
 - 
    
      Vanguard Group Inc Valley Forge, PA542KShares$13.1 Million0.0% of portfolio
 - 
    
      Banc Funds CO LLC Chicago, IL330KShares$8 Million1.75% of portfolio
 - 
    
      Black Rock Inc. New York, NY327KShares$7.94 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 $137M
 - 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...