Instrumental Wealth, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025
Number of Shares
5,790
Previous 4,395 31.74%
Holding current value
$537 Million
Previous $447 Million 20.2%
% of portfolio
0.38%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
N/A
1,395 Added 31.74%
5,790 $537 Million
Q2 2025

Jul 16, 2025
BUY
N/A
125 Added 2.93%
4,395 $447 Million
Q1 2025

Apr 28, 2025
BUY
N/A
4,270 New
4,270 $356 Million
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