United Capital Financial Advisors’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	$578K	Buy	6,147 +180	+3%	+$16.9K	﹤0.01%	733
2025 Q1	$429K	Buy	5,967 +1,245	+26%	+$89.6K	﹤0.01%	784
2024 Q4	$385K	Buy	+4,722	New	+$385K	﹤0.01%	799