Ownership history in CreativeOne Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in FIDELITY WISE ORIGIN BITCOIN (FBTC). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,588 | -432 | -14.3% | 0.01% | $258K | $99.81 |
| 2025 Q2 | REDUCED | 3,020 | -5,892 | -66.1% | 0.01% | $284K | $93.99 |
| 2025 Q1 | ADDED | 8,912 | +4,533 | +103.5% | 0.02% | $641K | $71.97 |
| 2024 Q4 | ADDED | 4,379 | +73 | +1.7% | 0.01% | $357K | $81.58 |
| 2024 Q3 | INITIATED | 4,306 | — | — | 0.01% | $239K | $55.53 |
As of 2025 Q4 — sorted by position size