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Vantage Financial Partners (Wisconsin)’s iShares Bitcoin Trust IBIT Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,410
Closed -$253K – 197
2024
Q2 		$253K Buy
+7,410
New +$277K 0.07% 125

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IMC Chicago
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AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IBIT Position: Q3 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Bitcoin Trust (IBIT) in Q3 2024, closing a stake of 7,410 shares — an estimated $253K sold.

Vantage Financial Partners (Wisconsin) first reported a position in IBIT in Q2 2024 and held it in 1 quarter. The position peaked at $253K in Q2 2024. 676 funds tracked by Wall St. Rank hold IBIT as of Q3 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 7,410 iShares Bitcoin Trust shares in Q3 2024, an estimated $253K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s iShares Bitcoin Trust position peaked at $253K in Q2 2024.
  • 676 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2024, filed 8 Nov 2024.