Kingsview Wealth Management’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
$3.04M Buy
32,392
+8,246
+34% +$775K 0.05% 345
2025
Q1
$1.74M Buy
24,146
+3,968
+20% +$286K 0.03% 417
2024
Q4
$1.65M Buy
20,178
+16,315
+422% +$1.33M 0.03% 434
2024
Q3
$215K Sell
3,863
-8,390
-68% -$466K ﹤0.01% 1013
2024
Q2
$643K Buy
+12,253
New +$643K 0.02% 617