Number of Shares
6,297.00
Current Holdings Value*
$294,760.00
% of Portfolio
0.25%
Total Estimate Gain
$92,628.87
% of Total Estimate Gain
27.79%

JDH Wealth Management, LLC's ISHARES BITCOIN TR Holding Summary

As of 2025-03-31, JDH Wealth Management, LLC held 6,297.00 shares of ISHARES BITCOIN TR(IBIT), totaling $294,760.00. This investment constitutes 0.25% of their stock portfolio, and JDH Wealth Management, LLC now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.

The initial trade took place in 2025Q1. And since then JDH Wealth Management, LLC has made 1 purchases of IBIT, at an average price of $52.94, for a total of 6,297.00 shares. Based on historical transaction data and IBIT's current price of $67.65, JDH Wealth Management, LLC's estimated gain on his IBIT holdings is $92,628.87, reflecting a 27.79% gain to date.

JDH Wealth Management, LLC IBIT ($67.65) Holding Chart

JDH Wealth Management, LLC IBIT ($67.65) 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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