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

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025
Number of Shares
4,325
Previous 3,575 20.98%
Holding current value
$311 Million
Previous $292 Million 6.73%
% of portfolio
0.2%
Previous 0.19%

Shares

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