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TrustWell Financial Advisors, LLC → BTCW

TrustWell Financial Advisors, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
2
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$4.1M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M88.2K——
Q2 2026$4.1M82.4K——

Other funds holding BTCW

Other TrustWell Financial Advisors, LLC positions

FIS

FIDELITY MERRIMACK STR TR

$14.3M
FIS

FIDELITY MERRIMACK STR TR

$13.6M
FIS

FIDELITY MERRIMACK STR TR

$12.7M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.7M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.6M
FIS

FIDELITY MERRIMACK STR TR

$11.6M
CEF

SPROTT ASSET MANAGEMENT LP

$10.5M
PHYS

SPROTT ASSET MANAGEMENT LP

$10.3M