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

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025
Number of Shares
21,433
Previous 13,463 59.2%
Holding current value
$2.01 Billion
Previous $969 Million 107.91%
% of portfolio
0.2%
Previous 0.11%

Shares

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