Kingswood Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
81,609
Previous 105,968 22.99%
Holding current value
$6.66 Billion
Previous $5.88 Billion 13.14%
% of portfolio
0.5%
Previous 0.42%

Shares

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

Jan 22, 2025
SELL
N/A
-24,359 Reduced 22.99%
81,609 $6.66 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
5,052 Added 5.01%
105,968 $5.88 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
27,765 Added 37.96%
100,916 $5.29 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
73,151 New
73,151 $4.54 Billion
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