Beta Wealth Group, Inc. Vanguard Long Term Treasury Et Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 32,494 shares of VGLT stock, worth $1.87 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
32,494
Previous 35,605
8.74%
Holding current value
$1.87 Million
Previous $2.05 Million
11.12%
% of portfolio
0.99%
Previous 1.03%
Shares
17 transactions
Others Institutions Holding VGLT
# of Institutions
440Shares Held
107MCall Options Held
162KPut Options Held
89.8K-
Empower Advisory Group, LLC Greenwood Village, CO12.5MShares$719 Million2.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11MShares$635 Million0.16% of portfolio
-
Morgan Stanley New York, NY9.26MShares$533 Million0.03% of portfolio
-
Voya Investment Management LLC Atlanta, GA8.2MShares$472 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC7.04MShares$405 Million0.03% of portfolio