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

Modern Wealth 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
2024
Q4 		– Sell
-2,444
Closed -$68.8K – 604
2024
Q3 		$68.8K Buy
+2,444
New +$65.1K ﹤0.01% 431

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Modern Wealth Management's BTC Position: Q4 2024 in Review

Modern Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2024, closing a stake of 2,444 shares — an estimated $68.8K sold.

Modern Wealth Management first reported a position in BTC in Q3 2024 and held it in 1 quarter. The position peaked at $68.8K in Q3 2024. 380 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • Modern Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2024 after selling out during the quarter.
  • Modern Wealth Management sold 2,444 Grayscale Bitcoin Mini Trust ETF shares in Q4 2024, an estimated $68.8K.
  • Modern Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 1 quarter.
  • Modern Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $68.8K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on Modern Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.