Number of Shares
67,693.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
1.22%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
73.27%

Legacy Wealth Asset Management, LLC's Grayscale Bitcoin Trust Holding Summary

As of 2025-03-31, Legacy Wealth Asset Management, LLC held 67,693.00 shares of Grayscale Bitcoin Trust(GBTC), totaling $4.41 Mil. This investment constitutes 1.22% of their stock portfolio, and Legacy Wealth Asset Management, LLC now holds 0.03% of the outstanding Grayscale Bitcoin Trust(GBTC) stock.

The initial trade took place in 2024Q1. And since then Legacy Wealth Asset Management, LLC has made 1 purchases of GBTC, at an average price of $47.47, for a total of 104,705.00 shares. In addition, there have been 4 sales at an average price of $63.76 for 37,012.00 shares. Based on historical transaction data and GBTC's current price of $92.36, Legacy Wealth Asset Management, LLC's estimated gain on his GBTC holdings is $3.64 Mil, reflecting a 73.27% gain to date.

Legacy Wealth Asset Management, LLC GBTC ($92.36) Holding Chart

Legacy Wealth Asset Management, LLC GBTC ($92.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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