Highland Financial Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Highland Financial Advisors, LLC

  • $289 Million
  • Q4 2024
Number of Shares
22,803
Previous 26,894 15.21%
Holding current value
$1.86 Million
Previous $1.49 Million 24.58%
% of portfolio
0.64%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
N/A
-4,091 Reduced 15.21%
22,803 $1.86 Million
Q3 2024

Oct 30, 2024
BUY
N/A
4,150 Added 18.25%
26,894 $1.49 Million
Q2 2024

Jul 17, 2024
BUY
N/A
6,389 Added 39.06%
22,744 $1.19 Million
Q1 2024

May 06, 2024
BUY
N/A
16,355 New
16,355 $1.02 Million
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