Beta Wealth Group, Inc. Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$33.38 - $34.3 $806,127 - $828,344	-24,150 Closed	0 $0
Q4 2020 Mar 18, 2021	BUY	$30.56 - $32.38 $738,024 - $781,977	24,150 New	24,150 $782,000

Others Institutions Holding DFEB

# of Institutions

153

Shares Held

6.15M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$76.7 Million
2.27% of portfolio
Commonwealth Equity Services, LLC

256K
Shares

$12 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.97 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

191K
Shares

$8.95 Million
0.01% of portfolio
Cwm, LLC

174K
Shares

$8.14 Million
0.02% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
Sector ETFs
Industry ETFs

More about DFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.