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

Sequoia Financial Advisors’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 		$840K Buy
8,940
+2,380
+36% +$224K 0.01% 757
2025
Q1 		$472K Buy
6,560
+257
+4% +$18.5K ﹤0.01% 865
2024
Q4 		$514K Buy
+6,303
New +$514K ﹤0.01% 790