Creative Planning
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Creative Planning’s Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Creative Planning’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150,746
Closed -$14.2K – 3654
2024
Q3 		$14.2K Buy
150,746
+117,151
+349% +$11K ﹤0.01% 3159
2024
Q2 		$711K Buy
+33,595
New +$711K ﹤0.01% 1651
2024
Q1 		– Hold
0
– – – 2938
2023
Q4 		– Hold
0
– – – 3007