Phillips Financial Management, LLC ISHARES BITCOIN TRUST ETF Transaction History

Phillips Financial Management, LLC

  • $1.46 Billion
  • Q4 2025
Number of Shares
12,426
Previous 10,143 22.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
N/A
2,283 Added 22.51%
12,426 $0
Q3 2025

Oct 24, 2025
BUY
N/A
3,614 Added 55.35%
10,143 $0
Q2 2025

Jul 30, 2025
SELL
N/A
-1,371 Reduced 17.35%
6,529 $0
Q1 2025

Apr 30, 2025
BUY
N/A
3,484 Added 78.89%
7,900 $0
Q4 2024

Feb 10, 2025
BUY
N/A
4,416 New
4,416 $0
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email