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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$24.19 - $24.63 $9,990 - $10,172
413 Added 0.84%
49,330 $1.19 Million
Q3 2024

Nov 01, 2024

BUY
$23.61 - $24.64 $116,255 - $121,327
4,924 Added 11.19%
48,917 $1.2 Million
Q2 2024

Aug 12, 2024

SELL
$23.41 - $24.08 $127,022 - $130,658
-5,426 Reduced 10.98%
43,993 $1.05 Million
Q1 2024

May 14, 2024

BUY
$22.99 - $23.82 $1.14 Million - $1.18 Million
49,419 New
49,419 $1.17 Million

Others Institutions Holding VRP

About INVESCO ETF TR II VAR RATE PFD


  • Ticker VRP
  • Sector ETFs
  • Industry ETFs
More about VRP
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.