Beta Wealth Group, Inc. Invesco ETF Tr Ii S&P Global W Transaction History

Beta Wealth Group, Inc.

$184 Million
Q2 2025

A detailed history of Beta Wealth Group, Inc. transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 7,039 shares of CGW stock, worth $448,032. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,039

Holding current value

$448,032

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$51.36 - $62.5 $361,523 - $439,937	7,039 New	7,039 $439,000

Others Institutions Holding CGW

# of Institutions

234

Shares Held

6.62M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

857K
Shares

$54.6 Million
0.0% of portfolio
Ubs Group Ag

516K
Shares

$32.9 Million
0.01% of portfolio
Conservest Capital Advisors, Inc.

504K
Shares

$32.1 Million
3.14% of portfolio
Bank Of America Corp Charlotte, NC

423K
Shares

$26.9 Million
0.0% of portfolio
Weatherly Asset Management L. P.

400K
Shares

$25.4 Million
2.15% of portfolio

View Full List

About INVESCO ETF TR II S&P GLOBAL W

Ticker CGW
Sector ETFs
Industry ETFs

More about CGW

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Beta Wealth Group, Inc. Invesco ETF Tr Ii S&P Global W Transaction History