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Orchid Is Cap shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Orchid Is Cap (ORC) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Orchid Is Cap

Tip: Access up to 7 years of quarterly data

All positions including Orchid Is Cap held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Orchid Is Cap by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $614 79 7.78
2024-09-30 $649 79 8.23
2024-03-31 $705 79 8.94
2023-12-31 $666 79 8.43

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Orchid Is Cap

BlackRock
Vanguard Group
Invesco
Geode Capital Management
State Street Corporation
Goldman Sachs Group
Ameriprise Financial
Van Eck Associates Corp.
Northern Trust
Charles Schwab Investment Management
UBS Group
Morgan Stanley
Mirae Asset Global Etfs Holdings
Millennium Management
TrueMark Investments

View all funds holding Orchid Is Cap