LPL Financial
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LPL Financial’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

LPL Financial’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Buy
28,390
+7,084
+33% +$666K ﹤0.01% 2841
2025
Q1 		$1.53M Buy
21,306
+5,529
+35% +$398K ﹤0.01% 3160
2024
Q4 		$1.29M Buy
15,777
+10,648
+208% +$869K ﹤0.01% 3252
2024
Q3 		$285K Buy
+5,129
New +$285K ﹤0.01% 4389