Beta Wealth Group, Inc. Invesco Actively Mngd ETF Tr U Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 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 6,518 shares of GSY stock, worth $328,246. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,518
Previous 4,080
59.75%
Holding current value
$328,246
Previous $204,000
59.8%
% of portfolio
0.18%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding GSY
# of Institutions
294Shares Held
36.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA4.1MShares$206 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.05MShares$204 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$192 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$78.6 Million0.01% of portfolio
-
Gradient Investments LLC1.44MShares$72.4 Million1.54% of portfolio