Number of Shares
5,707.00
Current Holdings Value*
$349,360.00
% of Portfolio
0.28%
Total Estimate Gain
$82,756.24
% of Total Estimate Gain
27.28%

Schrum Private Wealth Management LLC's ISHARES BITCOIN TR Holding Summary

As of 2025-06-30, Schrum Private Wealth Management LLC held 5,707.00 shares of ISHARES BITCOIN TR(IBIT), totaling $349,360.00. This investment constitutes 0.28% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.

The initial trade took place in 2025Q1. And since then Schrum Private Wealth Management LLC has made 2 purchases of IBIT, at an average price of $53.16, for a total of 5,707.00 shares. Based on historical transaction data and IBIT's current price of $67.66, Schrum Private Wealth Management LLC's estimated gain on his IBIT holdings is $82,756.24, reflecting a 27.28% gain to date.

Schrum Private Wealth Management LLC IBIT ($67.66) Holding Chart

Schrum Private Wealth Management LLC IBIT ($67.66) 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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