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Orchid Is Cap shares owned by Creative Planning

Quarter-by-quarter ownership of Orchid Is Cap (ORC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Orchid Is Cap

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All positions including Orchid Is Cap held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Orchid Is Cap by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $94k 11k 8.43
2022-12-31 $107k 10k 10.50

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Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
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View all positions for Creative Planning

Top funds holding Orchid Is Cap

Vanguard Group
Almitas Capital
Van Eck Associates Corp.
UBS Group
Millennium Management
Bank of New York Mellon
GSA Capital Partners
Jump Financial
Jane Street
Charles Schwab Investment Management
Significant Wealth Partners
Bank of America Corporation
Barclays
Goldman Sachs Group
Penserra Capital Management

View all funds holding Orchid Is Cap