Momentum Wealth Planning, LLC ISHARES BITCOIN TRUST ETF Transaction History

Momentum Wealth Planning, LLC

  • $129 Billion
  • Q3 2025
Number of Shares
23,550
Previous 19,200 22.66%
Holding current value
$1.53 Billion
Previous $1.18 Billion 30.25%
% of portfolio
1.19%
Previous 1.0%

Shares

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

Nov 12, 2025
BUY
N/A
4,350 Added 22.66%
23,550 $1.53 Billion
Q2 2025

Sep 24, 2025
BUY
N/A
19,200 New
19,200 $1.18 Billion
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