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Venturi Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Venturi Wealth Management’s Portfolio BITO Stock Details BITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,500
Closed -$28.8K – 1937
2024
Q3 		$28.8K Buy
+1,500
New +$29.9K ﹤0.01% 925

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AA
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Susquehanna International Group
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Venturi Wealth Management's BITO Position: Q4 2024 in Review

Venturi Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2024, closing a stake of 1,500 shares — an estimated $28.8K sold.

Venturi Wealth Management first reported a position in BITO in Q3 2024 and held it in 1 quarter. The position peaked at $28.8K in Q3 2024. 197 funds tracked by Wall St. Rank hold BITO as of Q4 2024.

  • Venturi Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,500 ProShares Bitcoin Strategy ETF shares in Q4 2024, an estimated $28.8K.
  • Venturi Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $28.8K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.