Beta Wealth Group, Inc. Invesco ETF Tr Ii Var Rate Pfd Transaction History

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025

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 87,425 shares of VRP stock, worth $2.12 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
87,425
Previous 49,330 77.22%
Holding current value
$2.12 Million
Previous $1.19 Million 77.62%
% of portfolio
1.07%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$24.07 - $24.5 $916,946 - $933,327
38,095 Added 77.22%
87,425 $2.12 Million
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

# of Institutions
258
Shares Held
48.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II VAR RATE PFD

VRP Quotes by TradingView
  • Ticker VRP
  • Sector ETFs
  • Industry ETFs
More about VRP
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