Kingswood Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN EXCHANGE TRADED FUND Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
84,215
Previous 81,609 3.19%
Holding current value
$6.06 Billion
Previous $6.66 Billion 8.96%
% of portfolio
0.23%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
2,606 Added 3.19%
84,215 $6.06 Billion
Q4 2024

Jan 22, 2025
SELL
N/A
-24,359 Reduced 22.99%
81,609 $6.66 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
5,052 Added 5.01%
105,968 $5.88 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
27,765 Added 37.96%
100,916 $5.29 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
73,151 New
73,151 $4.54 Billion
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