CAPTRUST Financial Advisors
BTC

CAPTRUST Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
34,110
+8,858
+35% +$299K ﹤0.01% 1605
2025
Q4 		$978K Sell
25,252
-5,295
-17% -$235K ﹤0.01% 1523
2025
Q3 		$1.55M Buy
30,547
+4,703
+18% +$239K ﹤0.01% 1167
2025
Q2 		$1.23M Buy
25,844
+1,928
+8% +$84.2K ﹤0.01% 1229
2025
Q1 		$873K Buy
23,916
+4,300
+22% +$177K ﹤0.01% 1354
2024
Q4 		$821K Buy
19,616
+9,439
+93% +$347K ﹤0.01% 1336
2024
Q3 		$286K Buy
+10,177
New +$271K ﹤0.01% 1903

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