Archetype Wealth Partners FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Archetype Wealth Partners

  • $681 Million
  • Q1 2025
Number of Shares
30,224
Previous 26,068 15.94%
Holding current value
$2.18 Million
Previous $2.13 Million 2.26%
% of portfolio
0.32%
Previous 0.31%

Shares

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

May 14, 2025
BUY
N/A
4,156 Added 15.94%
30,224 $2.18 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,545 Added 10.82%
26,068 $2.13 Million
Q3 2024

Nov 14, 2024
BUY
N/A
245 Added 1.05%
23,523 $1.31 Million
Q2 2024

Aug 15, 2024
BUY
N/A
7,996 Added 52.32%
23,278 $1.22 Million
Q1 2024

May 14, 2024
BUY
N/A
15,282 New
15,282 $948,000
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