Wellspring Financial Advisors, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025
Number of Shares
22,840
Previous 21,433 6.56%
Holding current value
$2.28 Billion
Previous $2.01 Billion 13.16%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Nov 13, 2025
BUY
N/A
1,407 Added 6.56%
22,840 $2.28 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
7,970 Added 59.2%
21,433 $2.01 Billion
Q4 2024

Feb 13, 2025
SELL
N/A
-1,300 Reduced 8.81%
13,463 $1.1 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
14,763 New
14,763 $774 Million
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