EverSource Wealth Advisors, LLC FBTC Holdings History
EverSource Wealth Advisors, LLC's Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 362,016.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $26.05 Mil. This investment constitutes 1.44% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.17% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.
The initial trade took place in 2024Q1. And since then EverSource Wealth Advisors, LLC has made 4 purchases of FBTC, at an average price of $52.77, for a total of 362,736.00 shares. In addition, there have been 1 sales at an average price of $53.32 for 720.00 shares. Based on historical transaction data and FBTC's current price of $103.88, EverSource Wealth Advisors, LLC's estimated gain on his FBTC holdings is $18.50 Mil, reflecting a 96.67% gain to date.
EverSource Wealth Advisors, LLC FBTC ($103.88) Holding Chart
EverSource Wealth Advisors, LLC FBTC ($103.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
