Creative Planning »

Fidelity Wise Origin Bitcoin shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Wise Origin Bitcoin (FBTC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity Wise Origin Bitcoin

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Wise Origin Bitcoin held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 99k 55.53
2024-06-30 $4.4M 85k 52.46
2024-03-31 $4.0M 65k 62.06

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Fidelity Wise Origin Bitcoin

Schonfeld Strategic Advisors
Capula Management
D. E. Shaw & Co
Avenir Tech
Susquehanna International
Jane Street
Goldman Sachs Group
Pine Ridge Advisers
Almitas Capital
Flow Traders US
Envestnet Asset Management
United Capital Management of KS
Hunting Hill Global Capital
Beaumont Financial Advisors
Landscape Capital Management

View all funds holding Fidelity Wise Origin Bitcoin