Ep Wealth Advisors, LLC Grayscale Bitcoin Trust (Btc) Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Grayscale Bitcoin Trust (Btc) stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,952 shares of GBTC stock, worth $660,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,952

Previous 8,822 1.47%

Holding current value

$660,478

Previous $574,000 32.23%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$60.61 - $87.72 $7,879 - $11,403	130 Added 1.47%	8,952 $759,000
Q1 2025 May 15, 2025	SELL	$62.43 - $84.12 $39,330 - $52,995	-630 Reduced 6.67%	8,822 $574,000
Q4 2024 Feb 13, 2025	SELL	$47.29 - $84.74 $205,947 - $369,042	-4,355 Reduced 31.54%	9,452 $704,000
Q3 2024 Nov 14, 2024	BUY	$42.59 - $60.56 $250,045 - $355,547	5,871 Added 73.98%	13,807 $697,000
Q2 2024 Aug 19, 2024	BUY	$50.64 - $63.96 $82,290 - $103,935	1,625 Added 25.75%	7,936 $422,000

Q1 2024 May 14, 2024	BUY	$34.88 - $65.58 $220,127 - $413,875	6,311 New	6,311 $398,000

Others Institutions Holding GBTC

# of Institutions

858

Shares Held

34.5M

Call Options Held

2.62M

Put Options Held

573K

View Full List

About Grayscale Bitcoin Trust (BTC)

Ticker GBTC
Exchange OTC
Sector ETFs
Industry ETFs
Shares Outstandng 692,370,100
Market Cap $51.1B

More about GBTC

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Ep Wealth Advisors, LLC Grayscale Bitcoin Trust (Btc) Transaction History