Heritage Wealth Advisors’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	$76.7K	Hold	817	–	–	﹤0.01%	261
2025 Q1	$58.8K	Buy	817 +687	+528%	+$49.4K	﹤0.01%	289
2024 Q4	$10.6K	Buy	+130	New	+$10.6K	﹤0.01%	437