Number of Shares
581,061.00
Current Holdings Value*
$13.54 Mil
% of Portfolio
0.94%
Total Estimate Gain
$-463,435.69
% of Total Estimate Gain
-2.36%

Berger Financial Group, Inc's VanEck Bitcoin Trust Beneficial Interest Holding Summary

As of 2025-03-31, Berger Financial Group, Inc held 581,061.00 shares of VanEck Bitcoin Trust Beneficial Interest(HODL), totaling $13.54 Mil. This investment constitutes 0.94% of their stock portfolio, and Berger Financial Group, Inc now holds 1.12% of the outstanding VanEck Bitcoin Trust Beneficial Interest(HODL) stock.

The initial trade took place in 2024Q3. And since then Berger Financial Group, Inc has made 3 purchases of HODL, at an average price of $33.85, for a total of 581,061.00 shares. Based on historical transaction data and HODL's current price of $33.05, Berger Financial Group, Inc's estimated gain on his HODL holdings is $-463,435.69, reflecting a -2.36% gain to date.

Berger Financial Group, Inc HODL ($33.05) Holding Chart

Berger Financial Group, Inc HODL ($33.05) 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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