Core Wealth Partners LLC IBIT Holdings History
Number of Shares
1,400.00
Current Holdings Value*
$21,540.00
% of Portfolio
0.01%
Total Estimate Gain
$184,691.84
% of Total Estimate Gain
27.81%
Core Wealth Partners LLC's ISHARES BITCOIN TR Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 1,400.00 shares of ISHARES BITCOIN TR(IBIT), totaling $21,540.00. This investment constitutes 0.01% of their stock portfolio, and Core Wealth Partners LLC now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.
The initial trade took place in 2025Q1. And since then Core Wealth Partners LLC has made 1 purchases of IBIT, at an average price of $52.94, for a total of 12,547.00 shares. Based on historical transaction data and IBIT's current price of $67.66, Core Wealth Partners LLC's estimated gain on his IBIT holdings is $184,691.84, reflecting a 27.81% gain to date.
Core Wealth Partners LLC IBIT ($67.66) Holding Chart
Core Wealth Partners LLC IBIT ($67.66) 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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