Number of Shares
175,264.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
3.9%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
25.56%

HFG Wealth Management, LLC's Common units of fractional undivided beneficial interest Holding Summary

As of 2025-06-30, HFG Wealth Management, LLC held 175,264.00 shares of Common units of fractional undivided beneficial interest(BTC), totaling $6.40 Mil. This investment constitutes 3.9% of their stock portfolio, and HFG Wealth Management, LLC now holds 0.18% of the outstanding Common units of fractional undivided beneficial interest(BTC) stock.

The initial trade took place in 2025Q1. And since then HFG Wealth Management, LLC has made 1 purchases of BTC, at an average price of $41.26, for a total of 179,427.00 shares. In addition, there have been 1 sales at an average price of $43.56 for 4,163.00 shares. Based on historical transaction data and BTC's current price of $52.00, HFG Wealth Management, LLC's estimated gain on his BTC holdings is $1.89 Mil, reflecting a 25.56% gain to date.

HFG Wealth Management, LLC BTC ($52.00) Holding Chart

HFG Wealth Management, LLC BTC ($52.00) 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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