Clientfirst Wealth Management, LLC ISHARES BITCOIN TRUST ETF Transaction History

Clientfirst Wealth Management, LLC

  • $122 Million
  • Q3 2025
Number of Shares
17,020
Previous 9,826 73.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
7,194 Added 73.21%
17,020 $0
Q2 2025

Aug 14, 2025
BUY
N/A
3,100 Added 46.09%
9,826 $0
Q1 2025

Apr 30, 2025
SELL
N/A
-499 Reduced 6.91%
6,726 $0
Q4 2024

Jan 28, 2025
BUY
N/A
7,225 New
7,225 $0
Track This Portfolio

Track Clientfirst Wealth Management, LLC Portfolio

Follow Clientfirst Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clientfirst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email