Dougherty Wealth Advisers LLC Proshares Tr Bitcoin Strategy Transaction History

Dougherty Wealth Advisers LLC

$154 Million
Q3 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 705 shares of BITO stock, worth $10,398. This represents 0.01% of its overall portfolio holdings.

Number of Shares

705

Previous 577 22.18%

Holding current value

$10,398

Previous $12,000 8.33%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$18.74 - $23.05 $2,398 - $2,950	128 Added 22.18%	705 $13,000
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

253

Shares Held

16.3M

Call Options Held

2.81M

Put Options Held

7.6M

View Full List

About PROSHARES TR BITCOIN STRATEGY

Ticker BITO
Sector ETFs
Industry ETFs

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Dougherty Wealth Advisers LLC Proshares Tr Bitcoin Strategy Transaction History