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

Endowment 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 		$442K Buy
4,700
+1,484
+46% +$139K 0.23% 82
2025
Q1 		$231K Buy
3,216
+398
+14% +$28.6K 0.15% 123
2024
Q4 		$230K Buy
+2,818
New +$230K 0.15% 119