Beta Wealth Group, Inc. Vanguard World Fd Esg Intl Stk Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding VSGX
# of Institutions
357Shares Held
18.3MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.89MShares$171 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$72.8 Million0.08% of portfolio
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Leo Wealth, LLC Hurst, TX749KShares$44.2 Million3.8% of portfolio
-
Leo Brokerage, LLC736KShares$43.4 Million4.46% of portfolio
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Royal Bank Of Canada Toronto, A6468KShares$27.6 Million0.01% of portfolio