Creative Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.6M Buy
123,543
+4,176
+3% +$393K 0.01% 471
2025
Q1
$8.59M Buy
119,367
+4,424
+4% +$318K 0.01% 537
2024
Q4
$9.38M Buy
114,943
+16,385
+17% +$1.34M 0.01% 465
2024
Q3
$5.47M Buy
98,558
+13,892
+16% +$771K 0.01% 611
2024
Q2
$4.44M Buy
84,666
+19,676
+30% +$1.03M ﹤0.01% 662
2024
Q1
$4.03M Buy
+64,990
New +$4.03M ﹤0.01% 687