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WR Wealth Planners’s VanEck Bitcoin Trust HODL Stock Holding History

WR Wealth Planners’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$9.3K Buy
+352
New +$8.26K ﹤0.01% 607

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WR Wealth Planners's HODL Position: Q4 2024 in Review

WR Wealth Planners opened a new position in VanEck Bitcoin Trust (HODL) in Q4 2024: 352 shares worth $9.3K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

81 funds tracked by Wall St. Rank hold HODL as of Q4 2024.

  • WR Wealth Planners held 352 shares of VanEck Bitcoin Trust worth $9.3K as of Q4 2024.
  • VanEck Bitcoin Trust was a new WR Wealth Planners position in Q4 2024.
  • VanEck Bitcoin Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #607 holding.
  • 81 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.