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CLA (CliftonLarsonAllen) Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Buy
76,693
+13,843
+22% +$574K 0.04% 123
2025
Q4 		$2.99M Buy
62,850
+16,463
+35% +$896K 0.05% 109
2025
Q3 		$2.89M Buy
+46,387
New +$2.89M 0.05% 108

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Millennium Management
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BHWM
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PNC Financial Services Group
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Susquehanna International Group
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KC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return