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Fidelity Wise Origin Bitcoin shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Wise Origin Bitcoin 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

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Quarterly reported holdings in Fidelity Wise Origin Bitcoin by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 65k 62.06

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Apple (AAPL)
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

Millennium Management
Schonfeld Strategic Advisors
Jane Street
Boothbay Fund Management
HBK Investments
Susquehanna International
Point72 Asset Management
Wolverine Asset Management
Envestnet Asset Management
Hunting Hill Global Capital
Ovata Capital Management
IMC-Chicago
Legacy Wealth Asset Management
United Capital Management of KS
Hudson Bay Capital Management

View all funds holding Fidelity Wise Origin Bitcoin