Jeppson Wealth Management, LLC Proshares Tr Bitcoin Strategy Transaction History

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Proshares Tr Bitcoin Strategy stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 13,145 shares of BITO stock, worth $350,840. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,145
Previous 13,143 0.02%
Holding current value
$350,840
Previous $295,000 14.58%
% of portfolio
0.09%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$16.19 - $23.88 $32 - $47
2 Added 0.02%
13,145 $252,000
Q2 2024

Aug 05, 2024
SELL
$22.27 - $31.49 $1,247 - $1,763
-56 Reduced 0.42%
13,143 $295,000
Q4 2023

Jan 11, 2024
SELL
$13.58 - $22.09 $448 - $728
-33 Reduced 0.25%
13,199 $270,000
Q2 2023

Jul 31, 2023
SELL
$14.24 - $18.16 $4,457 - $5,684
-313 Reduced 2.31%
13,232 $224,000
Q1 2023

Apr 27, 2023
SELL
$10.49 - $17.58 $1,416 - $2,373
-135 Reduced 0.99%
13,545 $237,000
Q4 2022

Jan 27, 2023
BUY
$9.59 - $12.97 $131,191 - $177,429
13,680 New
13,680 $0

Others Institutions Holding BITO

# of Institutions
230
Shares Held
20.5M
Call Options Held
19.3M
Put Options Held
15.9M
View Full List

About PROSHARES TR BITCOIN STRATEGY

BITO Quotes by TradingView
  • Ticker BITO
  • Sector ETFs
  • Industry ETFs
More about BITO
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