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Fidelity Wise Origin Bitcoin shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Fidelity Wise Origin Bitcoin

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Wise Origin Bitcoin by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 106k 55.53
2024-06-30 $5.3M 101k 52.46
2024-03-31 $4.5M 73k 62.06

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
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Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
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Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

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