Number of Shares
14,000.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
0.22%
Total Estimate Gain
$325,500.00
% of Total Estimate Gain
25.01%

Tolleson Wealth Management, Inc.'s Invesco Galaxy Bitcoin ETF Beneficial Interest Holding Summary

As of 2025-03-31, Tolleson Wealth Management, Inc. held 14,000.00 shares of Invesco Galaxy Bitcoin ETF Beneficial Interest(BTCO), totaling $1.15 Mil. This investment constitutes 0.22% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0.26% of the outstanding Invesco Galaxy Bitcoin ETF Beneficial Interest(BTCO) stock.

The initial trade took place in 2025Q1. And since then Tolleson Wealth Management, Inc. has made 1 purchases of BTCO, at an average price of $92.98, for a total of 14,000.00 shares. Based on historical transaction data and BTCO's current price of $116.23, Tolleson Wealth Management, Inc.'s estimated gain on his BTCO holdings is $325,500.00, reflecting a 25.01% gain to date.

Tolleson Wealth Management, Inc. BTCO ($116.23) Holding Chart

Tolleson Wealth Management, Inc. BTCO ($116.23) 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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