LWAM
Legacy Wealth Asset Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Sell |
305,249
-2,437
| -0.8% | -$229K | 7.29% | 1 |
|
|
2025
Q1 | $22.1M | Buy |
307,686
+428
| +0.1% | +$30.8K | 6.12% | 1 |
|
|
2024
Q4 | $25.1M | Sell |
307,258
-30,149
| -9% | -$2.46M | 6.82% | 1 |
|
|
2024
Q3 | $18.7M | Buy |
337,407
+301
| +0.1% | +$16.7K | 5.03% | 1 |
|
|
2024
Q2 | $17.7M | Sell |
337,106
-15,488
| -4% | -$813K | 4.99% | 1 |
|
|
2024
Q1 | $21.9M | Buy |
+352,594
| New | +$21.9M | 6.09% | 1 |
|