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Oca Acquisition Corp shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Oca Acquisition Corp (OCAX) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Oca Acquisition Corp

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All positions including Oca Acquisition Corp held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oca Acquisition Corp by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $171k 15k 11.20
2024-03-31 $166k 15k 10.82
2023-09-30 $163k 15k 10.63
2023-06-30 $160k 15k 10.48
2023-03-31 $158k 15k 10.35
2022-12-31 $157k 15k 10.27
2022-09-30 $154k 15k 10.07
2022-06-30 $153k 15k 10.00
2022-03-31 $154k 15k 10.07
2021-12-31 $152k 15k 9.93
2021-09-30 $151k 15k 9.87
2021-06-30 $152k 15k 9.93

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Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Oca Acquisition Corp

Karpus Investment Management
Rivernorth Capital Management
Clear Street
Moore Capital Management
Wellspring Financial Advisors
Quarry
Tower Research Capital

View all funds holding Oca Acquisition Corp