Instrumental Wealth, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025
Number of Shares
4,395
Previous 4,270 2.93%
Holding current value
$447 Million
Previous $356 Million 25.59%
% of portfolio
0.36%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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