Foundation Wealth Management, LLC IBIT Holdings History
Foundation Wealth Management, LLC's ISHARES BITCOIN TR Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 82,924.00 shares of ISHARES BITCOIN TR(IBIT), totaling $3.88 Mil. This investment constitutes 3.04% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.01% of the outstanding ISHARES BITCOIN TR(IBIT) stock.
The initial trade took place in 2024Q4. And since then Foundation Wealth Management, LLC has made 2 purchases of IBIT, at an average price of $52.66, for a total of 82,924.00 shares. Based on historical transaction data and IBIT's current price of $67.21, Foundation Wealth Management, LLC's estimated gain on his IBIT holdings is $1.21 Mil, reflecting a 27.62% gain to date.
Foundation Wealth Management, LLC IBIT ($67.21) Holding Chart
Foundation Wealth Management, LLC IBIT ($67.21) 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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