Number of Shares
48,817.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
3.18%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
26.01%

Milestone Asset Management Group, LLC's Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary

As of 2025-03-31, Milestone Asset Management Group, LLC held 48,817.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $3.51 Mil. This investment constitutes 3.18% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.02% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.

The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of FBTC, at an average price of $81.32, for a total of 48,817.00 shares. Based on historical transaction data and FBTC's current price of $102.47, Milestone Asset Management Group, LLC's estimated gain on his FBTC holdings is $1.03 Mil, reflecting a 26.01% gain to date.

Milestone Asset Management Group, LLC FBTC ($102.47) Holding Chart

Milestone Asset Management Group, LLC FBTC ($102.47) 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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