Burns Wealth Management »

Fidelity Wise Origin Bitcoin shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Fidelity Wise Origin Bitcoin (FBTC) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Fidelity Wise Origin Bitcoin

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Wise Origin Bitcoin held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Wise Origin Bitcoin by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.9M 109k 81.58
2024-09-30 $2.7M 49k 55.53
2024-06-30 $933k 18k 52.46
2024-03-31 $1.1M 18k 62.06

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Fidelity Wise Origin Bitcoin

Millennium Management
Schonfeld Strategic Advisors
Capula Management
Goldman Sachs Group
D. E. Shaw & Co
Bracebridge Capital
Jane Street
HBK Investments
Almitas Capital
Pine Ridge Advisers
Susquehanna International
Wolverine Asset Management
OZ Management
Envestnet Asset Management
Boothbay Fund Management

View all funds holding Fidelity Wise Origin Bitcoin