LWAM
BTC

Legacy Wealth Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$386K Sell
14,883
-127
-0.8% -$4.03K 0.08% 291
2026
Q1 		$450K Sell
15,010
-336
-2% -$11.4K 0.11% 273
2025
Q4 		$594K Sell
15,346
-2,160
-12% -$95.7K 0.15% 229
2025
Q3 		$886K Sell
17,506
-265
-1% -$13.4K 0.22% 128
2025
Q2 		$849K Sell
17,771
-425
-2% -$18.6K 0.22% 118
2025
Q1 		$664K Sell
18,196
-96
-0.5% -$3.96K 0.18% 175
2024
Q4 		$766K Sell
18,292
-681
-4% -$25.1K 0.21% 131
2024
Q3 		$534K Buy
+18,973
New +$506K 0.14% 235

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SW
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PEWA
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CWM
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FP
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PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
RDWM
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CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return