Number of Shares
5,920.00
Current Holdings Value*
$362,360.00
% of Portfolio
0.22%
Total Estimate Gain
$53,901.60
% of Total Estimate Gain
17.20%

SARD WEALTH MANAGEMENT GROUP, LLC's ISHARES BITCOIN TR Holding Summary

As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 5,920.00 shares of ISHARES BITCOIN TR(IBIT), totaling $362,360.00. This investment constitutes 0.22% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.

The initial trade took place in 2025Q1. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of IBIT, at an average price of $52.94, for a total of 5,920.00 shares. Based on historical transaction data and IBIT's current price of $62.05, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his IBIT holdings is $53,901.60, reflecting a 17.20% gain to date.

SARD WEALTH MANAGEMENT GROUP, LLC IBIT ($62.05) Holding Chart

SARD WEALTH MANAGEMENT GROUP, LLC IBIT ($62.05) 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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