Exencial Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Number of Shares
82,681
Previous 77,230 7.06%
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
Q2 2025

Jul 30, 2025
BUY
N/A
5,451 Added 7.06%
82,681 $0
Q1 2025

May 09, 2025
SELL
N/A
-25,649 Reduced 24.93%
77,230 $0
Q4 2024

Feb 06, 2025
BUY
N/A
54,264 Added 111.62%
102,879 $0
Q3 2024

Oct 31, 2024
BUY
N/A
30,828 Added 173.32%
48,615 $0
Q1 2024

May 10, 2024
BUY
N/A
17,787 New
17,787 $0
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