Guardian Wealth Advisors (North Carolina)’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
$403K Buy
4,285
+250
+6% +$23.5K 0.03% 222
2025
Q1
$290K Buy
4,035
+161
+4% +$11.6K 0.02% 255
2024
Q4
$316K Buy
+3,874
New +$316K 0.02% 240