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

Wellspring Financial Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Buy
2025 Q1	$969K	Hold
2024 Q4	$1.1M	Sell
2024 Q3	$820K	Hold
2024 Q2	$774K	Buy