Exencial Wealth Advisors, LLC Proshares Tr Bitcoin Strategy Transaction History

Exencial Wealth Advisors, LLC

$2.97 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$13.58 - $22.09 $197,249 - $320,857	14,525 New	14,525 $297,000

Others Institutions Holding BITO

# of Institutions

255

Shares Held

16.1M

Call Options Held

2.81M

Put Options Held

7.6M

Acorns Advisers, LLC Irvine, CA

4.58M
Shares

$67.5 Million
0.71% of portfolio
Goldman Sachs Group Inc New York, NY

3.06M
Shares

$45.2 Million
0.01% of portfolio
Toroso Investments, LLC Massapequa, NY

912K
Shares

$13.5 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

787K
Shares

$11.6 Million
0.0% of portfolio
Ambassador Advisors, LLC Lancaster, PA

631K
Shares

$9.31 Million
2.09% of portfolio

About PROSHARES TR BITCOIN STRATEGY

Ticker BITO
Sector ETFs
Industry ETFs

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