Beta Wealth Group, Inc. Ssga Active Tr Spdr Nuveen Mun Transaction History

Beta Wealth Group, Inc.

$199 Million
Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ssga Active Tr Spdr Nuveen Mun stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 77,673 shares of MBND stock, worth $2.09 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

77,673

Previous 65,809 18.03%

Holding current value

$2.09 Million

Previous $1.81 Million 17.01%

% of portfolio

1.07%

Previous 0.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$27.17 - $27.86 $322,344 - $330,531	11,864 Added 18.03%	77,673 $2.12 Million
Q4 2024 Jan 31, 2025	BUY	$27.3 - $28.06 $85,803 - $88,192	3,143 Added 5.02%	65,809 $1.81 Million
Q3 2024 Nov 01, 2024	SELL	$27.32 - $28.07 $66,414 - $68,238	-2,431 Reduced 3.73%	62,666 $1.76 Million
Q2 2024 Aug 12, 2024	SELL	$27.08 - $27.5 $123,782 - $125,702	-4,571 Reduced 6.56%	65,097 $1.79 Million
Q1 2024 May 14, 2024	BUY	$27.22 - $27.64 $1.27 Million - $1.29 Million	46,559 Added 201.48%	69,668 $1.92 Million
Q4 2023 Feb 09, 2024	SELL	$25.65 - $27.51 $368,564 - $395,291	-14,369 Reduced 38.34%	23,109 $635,000
Q3 2023 Nov 13, 2023	BUY	$25.99 - $27.02 $974,053 - $1.01 Million	37,478 New	37,478 $974,000

Others Institutions Holding MBND

# of Institutions

Shares Held

1.84M

Call Options Held

Put Options Held

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About SSGA ACTIVE TR SPDR NUVEEN MUN

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Beta Wealth Group, Inc. Ssga Active Tr Spdr Nuveen Mun Transaction History