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True Wealth Design’s Orange County Bancorp OBT Stock Holding History

True Wealth Design’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$52 Hold
2
– – ﹤0.01% 2371
2025
Q1 		$47 Buy
+2
New +$47 ﹤0.01% 2399