Clientfirst Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Clientfirst Wealth Management, LLC

  • $122 Million
  • Q3 2025
Number of Shares
8,333
Previous 4,888 70.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
3,445 Added 70.48%
8,333 $0
Q2 2025

Aug 14, 2025
BUY
N/A
80 Added 1.66%
4,888 $0
Q4 2024

Jan 28, 2025
BUY
N/A
4,808 New
4,808 $0
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