Principia Wealth Advisory, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Number of Shares
147
Previous 23 539.13%
Holding current value
$13.8 Million
Previous $1.65 Million 735.87%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
124 Added 539.13%
147 $13.8 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-360 Reduced 93.99%
23 $1.65 Million
Q4 2024

Apr 11, 2025
BUY
N/A
383 New
383 $31.2 Million
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email