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Balance Wealth Partners LLC → BITB

Balance Wealth Partners LLC BITB Position History

Bitwise Bitcoin ETF • Financial Services

Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$2.6M
Q2 2026$2.4M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M67.7K——
Q2 2026$2.4M75.7K——
Q1 2026$2.6M70.2K——
Q4 2025$2.7M57.3K——

Other funds holding BITB

Other Balance Wealth Partners LLC positions

QQQ

INVESCO QQQ TR

$42.2M
QQQ

INVESCO QQQ TR

$38.8M
VGES

VANGUARD INDEX FDS

$38.3M
VGES

VANGUARD INDEX FDS

$33.8M
QQQ

INVESCO QQQ TR

$28.8M
QQQ

INVESCO QQQ TR

$28.2M
HPQ

J P MORGAN EXCHANGE TRADED F

$27.2M
VGES

VANGUARD INDEX FDS

$24.1M