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

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Number of Shares
637
Previous 5,236 87.83%
Holding current value
$63.6 Million
Previous $492 Million 87.08%
% of portfolio
0.04%
Previous 0.3%

Shares

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

Nov 14, 2025
SELL
N/A
-4,599 Reduced 87.83%
637 $63.6 Million
Q1 2025

May 14, 2025
BUY
N/A
5,236 New
5,236 $377 Million
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