EWA
BTC

EP Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

EP Wealth Advisors’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 		$648K Buy
13,571
+1,026
+8% +$49K ﹤0.01% 682
2025
Q1 		$458K Buy
+12,545
New +$458K ﹤0.01% 740