Exencial Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Exencial Wealth Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.1M	Buy
2025 Q2	$7.77M	Buy
2025 Q1	$5.56M	Sell
2024 Q4	$8.39M	Buy
2024 Q3	$2.7M	Buy
2024 Q2	$933K	Hold
2024 Q1	$1.1M	Buy