SARD WEALTH MANAGEMENT GROUP, LLC IBIT Holdings History
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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