CSWM
BTC

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

Cassady Schiller Wealth Management’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
2024
Q4 		$377 Hold
9
– – ﹤0.01% 1022
2024
Q3 		$259 Buy
+9
New +$240 ﹤0.01% 456

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HKAM
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Cassady Schiller Wealth Management's BTC Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q4 2024 at 9 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Cassady Schiller Wealth Management first reported a position in BTC in Q3 2024 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of Grayscale Bitcoin Mini Trust ETF worth $377 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q4 2024.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1022 holding.
  • Cassady Schiller Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.