Ptm Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025
Number of Shares
32,193
Previous 30,835 4.4%
Holding current value
$3.52 Billion
Previous $2.94 Billion 19.71%
% of portfolio
2.1%
Previous 1.95%

Shares

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

Oct 27, 2025
BUY
N/A
1,358 Added 4.4%
32,193 $3.52 Billion
Q2 2025

Jul 08, 2025
SELL
N/A
-1,778 Reduced 5.45%
30,835 $2.94 Billion
Q1 2025

May 07, 2025
BUY
N/A
32,613 New
32,613 $2.19 Billion
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