Number of Shares
131,548.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
1.45%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
20.77%

Pettinga Financial Advisors LLC's ISHARES BITCOIN TR Holding Summary

As of 2025-03-31, Pettinga Financial Advisors LLC held 131,548.00 shares of ISHARES BITCOIN TR(IBIT), totaling $6.16 Mil. This investment constitutes 1.45% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.01% of the outstanding ISHARES BITCOIN TR(IBIT) stock.

The initial trade took place in 2024Q1. And since then Pettinga Financial Advisors LLC has made 5 purchases of IBIT, at an average price of $51.50, for a total of 131,548.00 shares. Based on historical transaction data and IBIT's current price of $62.19, Pettinga Financial Advisors LLC's estimated gain on his IBIT holdings is $1.41 Mil, reflecting a 20.77% gain to date.

Pettinga Financial Advisors LLC IBIT ($62.19) Holding Chart

Pettinga Financial Advisors LLC IBIT ($62.19) 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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