EZBC — FRANKLIN TEMPLETON DIGITAL H

Ownership history in CreativeOne Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in FRANKLIN TEMPLETON DIGITAL H (EZBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,030 -6,843 -69.3% 0.00% $201K $66.21
2025 Q2 ADDED 9,873 +2,547 +34.8% 0.02% $616K $62.42
2024 Q4 ADDED 7,326 +910 +14.2% 0.01% $397K $54.15
2024 Q3 INITIATED 6,416 — — 0.01% $236K $36.82
% of Fund (quarterly)    EZBC price (monthly, adj. close)

Other funds also holding EZBC

As of 2025 Q4 — sorted by position size

Consilium Wealth Advisory, LLC 3Y 1.22% VANCE WEALTH, LLC 3Y 0.75% Rede Wealth, LLC 3Y 0.37% Round Rock Advisors LLC 3Y 0.31% Forefront Wealth Partners, LLC 0.3% RPTC Inc. 3Y 7Y 0.29% FF Advisors,LLC 0.28% Powell Investment Advisors, LLC 3Y 0.19% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.17% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 0.16%
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