Number of Shares
77,533.00
Current Holdings Value*
$7.29 Mil
% of Portfolio
3.24%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
28.70%

AVAII WEALTH MANAGEMENT, LLC's Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary

As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 77,533.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $7.29 Mil. This investment constitutes 3.24% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.

The initial trade took place in 2024Q4. And since then AVAII WEALTH MANAGEMENT, LLC has made 3 purchases of FBTC, at an average price of $79.62, for a total of 77,533.00 shares. Based on historical transaction data and FBTC's current price of $102.47, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his FBTC holdings is $1.77 Mil, reflecting a 28.70% gain to date.

AVAII WEALTH MANAGEMENT, LLC FBTC ($102.47) Holding Chart

AVAII WEALTH MANAGEMENT, LLC FBTC ($102.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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