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Cynthia Schlanger

@Onyx Bridge Wealth Group Llc

Latest period2024 - Q3ReportedManaged Assets$663.322MTotal holdings285
Assets growth rate8.91%Assets growth rate (2-Q avg)8.86%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Bridge Wealth Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 285 positions.

Assets under management

The assets under management (AUM) of Onyx Bridge Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 663.322M in assets, with a quarterly growth rate of 8.91% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Cynthia Schlanger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SOXLDirexion Shs Etf Tr
Recent Activity
Exited
0%
$219,421
3,964 shares@ $55.36 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$131,413
40,812 shares@ $3.22 avg price
MHIPioneer Municipal High Incom
Recent Activity
Exited
0%
$116,270
12,721 shares@ $9.15 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$74,906
27,950 shares@ $2.68 avg price
ASLNAslan Pharmaceuticals Ltd
Recent Activity
Exited
0%
$6,818
22,727 shares@ $0.3 avg price