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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,614
Closed -$102K 325
2024
Q3
$102K Buy
+3,614
New +$96.3K 0.02% 290

Other funds holding BTC

Lifeworks Advisors's BTC Position: Q4 2024 in Review

Lifeworks Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2024, closing a stake of 3,614 shares — an estimated $102K sold.

Lifeworks Advisors first reported a position in BTC in Q3 2024 and held it in 1 quarter. The position peaked at $102K in Q3 2024. 378 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • Lifeworks Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 3,614 Grayscale Bitcoin Mini Trust ETF shares in Q4 2024, an estimated $102K.
  • Lifeworks Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 1 quarter.
  • Lifeworks Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $102K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on Lifeworks Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.