Archetype Wealth Partners FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Archetype Wealth Partners

  • $618 Million
  • Q2 2024
Number of Shares
23,278
Previous 15,282 52.32%
Holding current value
$1.22 Million
Previous $948,000 28.8%
% of portfolio
0.2%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email