Ever Source Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Number of Shares
362,016
Previous 329,479 9.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
N/A
32,537 Added 9.88%
362,016 $0
Q4 2024

Feb 07, 2025
BUY
N/A
13,785 Added 4.37%
329,479 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-720 Reduced 0.23%
315,694 $0
Q2 2024

Aug 13, 2024
BUY
N/A
37,294 Added 13.36%
316,414 $0
Q1 2024

Jun 11, 2024
BUY
N/A
279,120 New
279,120 $0
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