CWM
BTC

CarsonAllaria Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

CarsonAllaria Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239 Hold
5
– – ﹤0.01% 349
2025
Q1 		$182 Hold
5
– – ﹤0.01% 360
2024
Q4 		$209 Sell
5
-1
-17% -$42 ﹤0.01% 343
2024
Q3 		$163 Buy
+6
New +$163 ﹤0.01% 385