Waverly 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
$846K Buy
8,997
+3,385
+60% +$318K 0.01% 658
2025
Q1
$404K Buy
5,612
+427
+8% +$30.7K ﹤0.01% 833
2024
Q4
$423K Buy
+5,185
New +$423K 0.01% 722