Number of Shares
8,289.00
Current Holdings Value*
$439,730.00
% of Portfolio
0.27%
Total Estimate Gain
$154,127.17
% of Total Estimate Gain
21.89%

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

As of 2024-12-31, Kolinsky Wealth Management, LLC held 8,289.00 shares of ISHARES BITCOIN TR(IBIT), totaling $439,730.00. This investment constitutes 0.27% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.

The initial trade took place in 2024Q1. And since then Kolinsky Wealth Management, LLC has made 3 purchases of IBIT, at an average price of $38.58, for a total of 18,245.00 shares. In addition, there have been 1 sales at an average price of $34.72 for 9,956.00 shares. Based on historical transaction data and IBIT's current price of $61.82, Kolinsky Wealth Management, LLC's estimated gain on his IBIT holdings is $154,127.17, reflecting a 21.89% gain to date.

Kolinsky Wealth Management, LLC IBIT ($61.82) Holding Chart

Kolinsky Wealth Management, LLC IBIT ($61.82) 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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