Beta Wealth Group, Inc. Invesco Actively Mngd ETF Tr U Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 4,080 shares of GSY stock, worth $204,081. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,080

Holding current value

$204,081

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$50.03 - $50.27 $204,122 - $205,101	4,080 New	4,080 $204,000

Others Institutions Holding GSY

# of Institutions

282

Shares Held

36.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.94M
Shares

$197 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.75M
Shares

$187 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

3.32M
Shares

$166 Million
0.07% of portfolio
Gradient Investments LLC

1.49M
Shares

$74.5 Million
1.88% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.35M
Shares

$67.5 Million
0.11% of portfolio

View Full List

About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
Sector ETFs
Industry ETFs

More about GSY

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Beta Wealth Group, Inc. Invesco Actively Mngd ETF Tr U Transaction History