AWA
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Arete Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Arete Wealth Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Sell
15,372
-1,495
-9% -$141K 0.1% 199
2025
Q1 		$1.21M Buy
16,867
+290
+2% +$20.9K 0.09% 222
2024
Q4 		$1.36M Buy
16,577
+575
+4% +$47.1K 0.1% 206
2024
Q3 		$886K Buy
+16,002
New +$886K 0.08% 242