Legacy Wealth Asset Management, LLC FBTC Holdings History
Legacy Wealth Asset Management, LLC's Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary
As of 2025-03-31, Legacy Wealth Asset Management, LLC held 307,686.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $22.14 Mil. This investment constitutes 6.12% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 0.14% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.
The initial trade took place in 2024Q1. And since then Legacy Wealth Asset Management, LLC has made 3 purchases of FBTC, at an average price of $47.89, for a total of 353,323.00 shares. In addition, there have been 2 sales at an average price of $67.57 for 45,637.00 shares. Based on historical transaction data and FBTC's current price of $102.43, Legacy Wealth Asset Management, LLC's estimated gain on his FBTC holdings is $17.68 Mil, reflecting a 104.51% gain to date.
Legacy Wealth Asset Management, LLC FBTC ($102.43) Holding Chart
Legacy Wealth Asset Management, LLC FBTC ($102.43) 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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