Evoke Wealth, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Number of Shares
8,652
Previous 12,546 31.04%
Holding current value
$864 Million
Previous $1.18 Billion 26.77%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2025
SELL
N/A
-3,894 Reduced 31.04%
8,652 $864 Million
Q2 2025

Aug 07, 2025
BUY
N/A
417 Added 3.44%
12,546 $1.18 Billion
Q1 2025

May 13, 2025
BUY
N/A
2,000 Added 19.75%
12,129 $873 Million
Q4 2024

Feb 10, 2025
BUY
N/A
10,129 New
10,129 $826 Million
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