Beta Wealth Group, Inc. Invesco ETF Tr Ii Var Rate Pfd Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Invesco ETF Tr Ii Var Rate Pfd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 49,330 shares of VRP stock, worth $1.2 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
49,330
Previous 48,917
0.84%
Holding current value
$1.2 Million
Previous $1.2 Million
0.25%
% of portfolio
0.58%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding VRP
# of Institutions
252Shares Held
44.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.49MShares$183 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$102 Million0.01% of portfolio
-
Ubs Group Ag2.54MShares$61.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$60.3 Million0.01% of portfolio
-
Advisory Alpha, LLC2.16MShares$52.8 Million1.88% of portfolio