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Fidelity Wise Origin Bitcoin shares owned by Ptm Wealth Management

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

Historical chart of Ptm 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 Ptm Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 34k 82.10
2025-09-30 $3.5M 32k 109.44
2025-06-30 $2.9M 31k 95.45
2025-03-31 $2.2M 33k 67.00

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr State Street Ult (ULST)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Apple (AAPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

Top funds holding Fidelity Wise Origin Bitcoin

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OZ Management
Capula Management
Almitas Capital
Cantor Fitzgerald, L. P.
Citadel Advisors
Goldman Sachs Group
Graham Capital Management
ParaFi Capital
LMR Partners
Consolidated Portfolio Review Corp
Pine Ridge Advisers

View all funds holding Fidelity Wise Origin Bitcoin