Number of Shares
9,300.00
Current Holdings Value*
$874,100.00
% of Portfolio
0.25%
Total Estimate Gain
$207,018.00
% of Total Estimate Gain
27.22%

Prosperity Planning, Inc.'s Fidelity Wise Origin Bitcoin Fund Beneficial Interest Holding Summary

As of 2025-06-30, Prosperity Planning, Inc. held 9,300.00 shares of Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC), totaling $874,100.00. This investment constitutes 0.25% of their stock portfolio, and Prosperity Planning, Inc. now holds 0% of the outstanding Fidelity Wise Origin Bitcoin Fund Beneficial Interest(FBTC) stock.

The initial trade took place in 2024Q4. And since then Prosperity Planning, Inc. has made 2 purchases of FBTC, at an average price of $81.79, for a total of 9,300.00 shares. Based on historical transaction data and FBTC's current price of $104.05, Prosperity Planning, Inc.'s estimated gain on his FBTC holdings is $207,018.00, reflecting a 27.22% gain to date.

Prosperity Planning, Inc. FBTC ($104.05) Holding Chart

Prosperity Planning, Inc. FBTC ($104.05) 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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