Beta Wealth Group, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

A detailed history of Beta Wealth Group, Inc. transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,661 shares of DWX stock, worth $202,154. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,661

Previous 5,934 4.6%

Holding current value

$202,154

Previous $204,000 6.37%

% of portfolio

0.11%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$34.35 - $39.16 $9,377 - $10,690	-273 Reduced 4.6%	5,661 $217,000
Q2 2024 Aug 12, 2024	BUY	$33.49 - $35.87 $669 - $717	20 Added 0.34%	5,934 $204,000
Q1 2024 May 14, 2024	SELL	$33.95 - $35.74 $16,228 - $17,083	-478 Reduced 7.48%	5,914 $207,000
Q4 2023 Feb 09, 2024	SELL	$31.99 - $35.64 $85,253 - $94,980	-2,665 Reduced 29.42%	6,392 $227,000
Q3 2023 Nov 13, 2023	BUY	$32.87 - $35.85 $1,216 - $1,326	37 Added 0.41%	9,057 $297,000
Q2 2023 Aug 11, 2023	SELL	$33.81 - $35.83 $7,708 - $8,169	-228 Reduced 2.47%	9,020 $310,000
Q1 2023 May 09, 2023	SELL	$32.57 - $35.0 $216,590 - $232,750	-6,650 Reduced 41.83%	9,248 $317,000
Q4 2022 Feb 10, 2023	BUY	$28.02 - $33.16 $246,463 - $291,675	8,796 Added 123.85%	15,898 $513,000
Q3 2022 Nov 01, 2022	SELL	$28.8 - $35.16 $1.23 Million - $1.5 Million	-42,676 Reduced 85.73%	7,102 $205,000
Q2 2022 Aug 05, 2022	SELL	$33.7 - $39.38 $1.29 Million - $1.51 Million	-38,261 Reduced 43.46%	49,778 $1.71 Million
Q1 2022 May 12, 2022	SELL	$36.57 - $39.7 $84,440 - $91,667	-2,309 Reduced 2.56%	88,039 $3.41 Million
Q3 2021 Nov 12, 2021	BUY	$37.97 - $40.74 $245,020 - $262,895	6,453 Added 7.69%	90,348 $3.43 Million
Q2 2021 Aug 16, 2021	BUY	$38.39 - $41.14 $397,950 - $426,457	10,366 Added 14.1%	83,895 $3.31 Million
Q1 2021 May 11, 2021	BUY	$36.33 - $38.6 $296,598 - $315,130	8,164 Added 12.49%	73,529 $2.8 Million
Q4 2020 Mar 18, 2021	BUY	$32.49 - $37.03 $2.12 Million - $2.42 Million	65,365 New	65,365 $2.39 Million

Others Institutions Holding DWX

# of Institutions

138

Shares Held

5.45M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
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Beta Wealth Group, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History