Beta Wealth Group, Inc. Xtrackers Msci Eafe High Div Y Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$24.04 - $26.75 $68,994 - $76,772	2,870 Added 1.45%	200,608 $4.87 Million
Q3 2024 Nov 01, 2024	BUY	$24.51 - $27.14 $35,318 - $39,108	1,441 Added 0.73%	197,738 $5.32 Million
Q2 2024 Aug 12, 2024	BUY	$23.77 - $25.96 $24,316 - $26,557	1,023 Added 0.52%	196,297 $4.79 Million
Q1 2024 May 14, 2024	BUY	$23.38 - $24.79 $56,719 - $60,140	2,426 Added 1.26%	195,274 $4.82 Million
Q4 2023 Feb 09, 2024	SELL	$21.71 - $24.73 $1.43 Million - $1.63 Million	-65,827 Reduced 25.45%	192,848 $4.76 Million
Q3 2023 Nov 13, 2023	BUY	$22.4 - $24.04 $99,926 - $107,242	4,461 Added 1.75%	258,675 $5.84 Million
Q2 2023 Aug 11, 2023	BUY	$22.55 - $24.11 $5.73 Million - $6.13 Million	254,214 New	254,214 $5.85 Million

Others Institutions Holding HDEF

# of Institutions

115

Shares Held

49.9M

Call Options Held

0

Put Options Held

0

About XTRACKERS MSCI EAFE HIGH DIV Y

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