Jeppson Wealth Management, LLC Proshares Tr Bitcoin Strategy Transaction History

Jeppson Wealth Management, LLC

$276 Million
Q4 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 13,016 shares of BITO stock, worth $295,463. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,016

Previous 13,145 0.98%

Holding current value

$295,463

Previous $252,000 17.46%

% of portfolio

0.11%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$16.99 - $27.42 $2,191 - $3,537	-129 Reduced 0.98%	13,016 $296,000
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

227

Shares Held

22.4M

Call Options Held

16.6M

Put Options Held

15.6M

View Full List

About PROSHARES TR BITCOIN STRATEGY

Ticker BITO
Sector ETFs
Industry ETFs

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Jeppson Wealth Management, LLC Proshares Tr Bitcoin Strategy Transaction History