Wealth Plan Investment Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025
Number of Shares
19,821
Previous 14,592 35.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
N/A
5,229 Added 35.83%
19,821 $0
Q2 2025

Jul 28, 2025
BUY
N/A
2,044 Added 16.29%
14,592 $0
Q1 2025

May 09, 2025
BUY
N/A
3,819 Added 43.75%
12,548 $0
Q4 2024

Jan 30, 2025
BUY
N/A
3,197 Added 57.79%
8,729 $0
Q3 2024

Nov 05, 2024
BUY
N/A
794 Added 16.76%
5,532 $0
Q2 2024

Aug 09, 2024
BUY
N/A
4,738 New
4,738 $0
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