Ptm Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025
Number of Shares
34,306
Previous 32,193 6.56%
Holding current value
$2.82 Billion
Previous $3.52 Billion 20.06%
% of portfolio
1.59%
Previous 2.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
N/A
2,113 Added 6.56%
34,306 $2.82 Billion
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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