Dougherty Wealth Advisers LLC Proshares Tr Bitcoin Strategy Transaction History

Dougherty Wealth Advisers LLC

  • $150 Million
  • Q2 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Proshares Tr Bitcoin Strategy stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 577 shares of BITO stock, worth $12,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
577
Previous 385 49.87%
Holding current value
$12,168
Previous $7,000 71.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 22, 2025
BUY
$16.69 - $23.43 $3,204 - $4,498
192 Added 49.87%
577 $12,000
Q1 2025

Apr 25, 2025
SELL
$17.57 - $25.81 $8,257 - $12,130
-470 Reduced 54.97%
385 $7,000
Q4 2024

Jan 24, 2025
BUY
$16.99 - $27.42 $4,757 - $7,677
280 Added 48.7%
855 $19,000
Q3 2024

Oct 30, 2024
BUY
$16.19 - $23.88 $8,095 - $11,940
500 Added 666.67%
575 $11,000
Q4 2023

Jan 22, 2024
SELL
$13.58 - $22.09 $814 - $1,325
-60 Reduced 44.44%
75 $1,000
Q3 2023

Oct 25, 2023
BUY
$12.82 - $17.04 $769 - $1,022
60 Added 80.0%
135 $1,000
Q2 2022

Jul 19, 2022
BUY
$11.61 - $29.11 $870 - $2,183
75 New
75 $1,000

Others Institutions Holding BITO

# of Institutions
232
Shares Held
19.5M
Call Options Held
5.72M
Put Options Held
8.09M
View Full List

About PROSHARES TR BITCOIN STRATEGY

BITO Quotes by TradingView
  • Ticker BITO
  • Sector ETFs
  • Industry ETFs
More about BITO
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email