Clientfirst Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Clientfirst Wealth Management, LLC

  • $96.8 Million
  • Q2 2025
Number of Shares
4,888
Previous 4,808 1.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
80 Added 1.66%
4,888 $0
Q4 2024

Jan 28, 2025
BUY
N/A
4,808 New
4,808 $0
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