Archetype Wealth Partners FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Archetype Wealth Partners

  • $686 Million
  • Q4 2024
Number of Shares
26,068
Previous 23,523 10.82%
Holding current value
$2.13 Million
Previous $1.31 Million 62.86%
% of portfolio
0.31%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
2,545 Added 10.82%
26,068 $2.13 Million
Q3 2024

Nov 14, 2024
BUY
N/A
245 Added 1.05%
23,523 $1.31 Million
Q2 2024

Aug 15, 2024
BUY
N/A
7,996 Added 52.32%
23,278 $1.22 Million
Q1 2024

May 14, 2024
BUY
N/A
15,282 New
15,282 $948,000
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