Number of Shares
103,458
Previous 103,225 0.23%
Holding current value
$3.34 Billion
Previous $3.43 Billion 2.76%
% of portfolio
1.68%
Previous 1.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
N/A
233 Added 0.23%
103,458 $3.34 Billion
Q4 2024

Feb 04, 2025

BUY
N/A
13,219 Added 14.69%
103,225 $3.43 Billion
Q3 2024

Oct 09, 2024

BUY
N/A
90,006 New
90,006 $2.99 Billion
Track This Portfolio

Track Orba Wealth Advisors, L.L.C. Portfolio

Follow Orba Wealth Advisors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.