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Innova Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Innova Wealth Partners’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,834
Closed -$295K – 113
2024
Q3 		$295K Buy
+5,834
New +$284K 0.24% 60

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HighTower Advisors
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
MC
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Innova Wealth Partners's GBTC Position: Q4 2024 in Review

Innova Wealth Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 5,834 shares — an estimated $295K sold.

Innova Wealth Partners first reported a position in GBTC in Q3 2024 and held it in 1 quarter. The position peaked at $295K in Q3 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Innova Wealth Partners reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 5,834 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $295K.
  • Innova Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Grayscale Bitcoin Trust position peaked at $295K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.