Jeppson Wealth Management, LLC Proshares Tr Bitcoin Strategy Transaction History

Jeppson Wealth Management, LLC

$312 Million
Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Proshares Tr Bitcoin Strategy stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 15,568 shares of BITO stock, worth $229,628. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,568

Previous 15,665 0.62%

Holding current value

$229,628

Previous $336,000 8.93%

% of portfolio

0.1%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$18.74 - $23.05 $1,817 - $2,235	-97 Reduced 0.62%	15,568 $306,000
Q2 2025 Jul 15, 2025	BUY	$16.69 - $23.43 $6,709 - $9,418	402 Added 2.63%	15,665 $336,000
Q1 2025 Apr 24, 2025	BUY	$17.57 - $25.81 $39,479 - $57,995	2,247 Added 17.26%	15,263 $279,000
Q4 2024 Jan 22, 2025	SELL	$16.99 - $27.42 $2,191 - $3,537	-129 Reduced 0.98%	13,016 $296,000
Q3 2024 Nov 04, 2024	BUY	$16.19 - $23.88 $32 - $47	2 Added 0.02%	13,145 $252,000

Q2 2024 Aug 05, 2024	SELL	$22.27 - $31.49 $1,247 - $1,763	-56 Reduced 0.42%	13,143 $295,000
Q4 2023 Jan 11, 2024	SELL	$13.58 - $22.09 $448 - $728	-33 Reduced 0.25%	13,199 $270,000
Q2 2023 Jul 31, 2023	SELL	$14.24 - $18.16 $4,457 - $5,684	-313 Reduced 2.31%	13,232 $224,000
Q1 2023 Apr 27, 2023	SELL	$10.49 - $17.58 $1,416 - $2,373	-135 Reduced 0.99%	13,545 $237,000
Q4 2022 Jan 27, 2023	BUY	$9.59 - $12.97 $131,191 - $177,429	13,680 New	13,680 $0

Others Institutions Holding BITO

# of Institutions

255

Shares Held

16.3M

Call Options Held

2.81M

Put Options Held

7.6M

View Full List

About PROSHARES TR BITCOIN STRATEGY

Ticker BITO
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Jeppson Wealth Management, LLC Proshares Tr Bitcoin Strategy Transaction History