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Sanctuary Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Sanctuary Wealth Management’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 		$32 Hold
1
– – ﹤0.01% 269
2024
Q3 		$22 Hold
1
– – ﹤0.01% 273
2024
Q2 		$21 Hold
1
– – ﹤0.01% 253
2024
Q1 		$25 Buy
+1
New +$32 ﹤0.01% 273

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 $3.43B AUM 24.13% 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 $217M AUM 19.54% 1-Year Est. Return

Sanctuary Wealth Management's EZBC Position: Q4 2024 in Review

Sanctuary Wealth Management held its Franklin Bitcoin ETF (EZBC) position steady in Q4 2024 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Sanctuary Wealth Management first reported a position in EZBC in Q1 2024 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold EZBC as of Q4 2024.

  • Sanctuary Wealth Management held 1 share of Franklin Bitcoin ETF worth $32 as of Q4 2024.
  • Sanctuary Wealth Management left its Franklin Bitcoin ETF share count unchanged in Q4 2024.
  • Franklin Bitcoin ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #269 holding.
  • Sanctuary Wealth Management first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.