Beta Wealth Group, Inc. Ishares Tr Esg Screened S&P Mi Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 14,491 shares of XJH stock, worth $627,315. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,491Holding current value
$627,315% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding XJH
# of Institutions
166Shares Held
5.57MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC588KShares$25.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL535KShares$23.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16.2 Million0.01% of portfolio
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Eastern Bank314KShares$13.6 Million0.25% of portfolio
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Mariner, LLC Overland Park, KS287KShares$12.4 Million0.02% of portfolio