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ClientFirst Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

ClientFirst Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$459K Buy
4,888
+80
+2% +$7.52K 0.47% 24
2025
Q1 		$346K Hold
4,808
– – 0.39% 28
2024
Q4 		$392K Buy
+4,808
New +$392K 0.4% 25