HWP
EZBC icon

Highline Wealth Partners’s Franklin Bitcoin ETF EZBC Stock Holding History

Highline Wealth Partners’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-285
Closed -$10.5K – 625
2024
Q3 		$10.5K Buy
+285
New +$10.1K ﹤0.01% 248

Other funds holding EZBC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RW
Rede Wealth Charlottesville, Virginia $278M AUM 9.19% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

Highline Wealth Partners's EZBC Position: Q4 2024 in Review

Highline Wealth Partners sold out of Franklin Bitcoin ETF (EZBC) in Q4 2024, closing a stake of 285 shares — an estimated $10.5K sold.

Highline Wealth Partners first reported a position in EZBC in Q3 2024 and held it in 1 quarter. The position peaked at $10.5K in Q3 2024. 62 funds tracked by Wall St. Rank hold EZBC as of Q4 2024.

  • Highline Wealth Partners reported no remaining Franklin Bitcoin ETF position as of Q4 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 285 Franklin Bitcoin ETF shares in Q4 2024, an estimated $10.5K.
  • Highline Wealth Partners first reported a position in Franklin Bitcoin ETF in Q3 2024 and held it in 1 quarter.
  • Highline Wealth Partners's Franklin Bitcoin ETF position peaked at $10.5K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2024.

Based on Highline Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.