Number of Shares
80,569.00
Current Holdings Value*
$5.80 Mil
% of Portfolio
3.47%
Total Estimate Gain
$2.95 Mil
% of Total Estimate Gain
48.60%

Copperleaf Capital, LLC's Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary

As of 2025-03-31, Copperleaf Capital, LLC held 80,569.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $5.80 Mil. This investment constitutes 3.47% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.04% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.

The initial trade took place in 2024Q1. And since then Copperleaf Capital, LLC has made 4 purchases of FBTC, at an average price of $65.65, for a total of 92,595.00 shares. In addition, there have been 1 sales at an average price of $53.32 for 12,026.00 shares. Based on historical transaction data and FBTC's current price of $104.16, Copperleaf Capital, LLC's estimated gain on his FBTC holdings is $2.95 Mil, reflecting a 48.60% gain to date.

Copperleaf Capital, LLC FBTC ($104.16) Holding Chart

Copperleaf Capital, LLC FBTC ($104.16) 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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