National Wealth Management Group, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Number of Shares
4,569
Previous 4,325 5.64%
Holding current value
$429 Million
Previous $311 Million 37.96%
% of portfolio
0.24%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
BUY
N/A
244 Added 5.64%
4,569 $429 Million
Q1 2025

May 15, 2025
BUY
N/A
750 Added 20.98%
4,325 $311 Million
Q4 2024

Feb 12, 2025
BUY
N/A
3,575 New
3,575 $292 Million
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