KWA
BTC

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

Kingswood 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 		$3M Buy
62,843
+1,515
+2% +$72.3K 0.24% 99
2025
Q1 		$2.24M Buy
61,328
+581
+1% +$21.2K 0.2% 116
2024
Q4 		$2.54M Buy
60,747
+621
+1% +$26K 0.19% 117
2024
Q3 		$1.69M Buy
+60,126
New +$1.69M 0.12% 194