Ptm Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025
Number of Shares
30,835
Previous 32,613 5.45%
Holding current value
$2.94 Billion
Previous $2.19 Billion 34.7%
% of portfolio
1.95%
Previous 2.3%

Shares

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

Jul 08, 2025
SELL
N/A
-1,778 Reduced 5.45%
30,835 $2.94 Billion
Q1 2025

May 07, 2025
BUY
N/A
32,613 New
32,613 $2.19 Billion
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