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Savvy Advisors Inc’s ORIX IX Stock Holding History

Savvy Advisors Inc’s Portfolio IX Stock Details IX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$402K Buy
17,844
+2,764
+18% +$62.2K 0.03% 412
2025
Q1 		$315K Buy
15,080
+12,388
+460% +$259K 0.03% 383
2024
Q4 		$286K Buy
+2,692
New +$286K 0.03% 347