Number of Shares
105,484.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
1.95%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
31.34%

Allegheny Financial Group's Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary

As of 2025-03-31, Allegheny Financial Group held 105,484.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $7.59 Mil. This investment constitutes 1.95% of their stock portfolio, and Allegheny Financial Group now holds 0.05% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.

The initial trade took place in 2024Q3. And since then Allegheny Financial Group has made 3 purchases of FBTC, at an average price of $71.56, for a total of 105,484.00 shares. Based on historical transaction data and FBTC's current price of $93.99, Allegheny Financial Group's estimated gain on his FBTC holdings is $2.37 Mil, reflecting a 31.34% gain to date.

Allegheny Financial Group FBTC ($93.99) Holding Chart

Allegheny Financial Group FBTC ($93.99) 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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