Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.59M Buy
91,338
+12,121
+15% +$1.14M 0.03% 426
2025
Q1 		$5.7M Buy
79,217
+30,878
+64% +$2.22M 0.02% 487
2024
Q4 		$3.94M Buy
48,339
+19,981
+70% +$1.63M 0.02% 536
2024
Q3 		$1.58M Buy
28,358
+3,989
+16% +$222K 0.01% 806
2024
Q2 		$1.28M Buy
+24,369
New +$1.28M 0.01% 787