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Amplius Wealth Advisors, LLC → BTCW

Amplius Wealth Advisors, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
28
Latest value
$32.4M
Q3 2026
Peak value
$32.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$323K
Q4 2025$1.8M
Q4 2025$6.8M
Q4 2025$941K
Q4 2025$267K
Q4 2025$252K
Q4 2025$22.9M
Q1 2026$328K
Q1 2026$1.9M
Q1 2026$6.7M
Q1 2026$1M
Q1 2026$279K
Q1 2026$249K
Q1 2026$24.9M
Q2 2026$354K
Q2 2026$2M
Q2 2026$4.5M
Q2 2026$1M
Q2 2026$233K
Q2 2026$271K
Q2 2026$29.6M
Q3 2026$355K
Q3 2026$2M
Q3 2026$3.6M
Q3 2026$714K
Q3 2026$240K
Q3 2026$269K
Q3 2026$32.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$32.4M333.1K——
Q3 2026$269K5.2K——
Q3 2026$240K4.3K——
Q3 2026$714K10.0K——
Q3 2026$3.6M56.1K——
Q3 2026$2M21.0K——
Q3 2026$355K3.8K——
Q2 2026$29.6M309.7K——
Q2 2026$271K5.2K——
Q2 2026$233K4.3K——
Q2 2026$1M13.4K——
Q2 2026$4.5M65.7K——
Q2 2026$2M21.0K——
Q2 2026$354K3.8K——
Q1 2026$24.9M283.4K——
Q1 2026$249K5.2K——
Q1 2026$279K5.2K——
Q1 2026$1M15.6K——
Q1 2026$6.7M114.9K——
Q1 2026$1.9M21.0K——
Q1 2026$328K3.8K——
Q4 2025$22.9M256.0K——
Q4 2025$252K5.2K——
Q4 2025$267K5.2K——
Q4 2025$941K14.1K——
Q4 2025$6.8M119.4K——
Q4 2025$1.8M20.2K——
Q4 2025$323K3.8K——

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