Beta Wealth Group, Inc. Purchases and Sells in Q1 2024

Beta Wealth Group, Inc.

$189 Million
Q1 2024

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VHT	14.6K + 160.18%	$253.63 - $270.54 $3.7M - $3.95M	23.7K $6.42M
FBND	56K + 16.01%	$44.85 - $46.02 $2.51M - $2.58M	406K $18.4M
JEPI	31K + 19.43%	$54.75 - $57.86 $1.7M - $1.79M	190K $11M
MBND	46.6K + 201.48%	$27.22 - $27.64 $1.27M - $1.29M	69.7K $1.92M
JMUB	17K + 8.87%	$50.54 - $51.04 $861K - $870K	209K $10.6M
GOOG	1.41K + 7.0%	$132.56 - $154.84 $186K - $218K	21.5K $3.27M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	84.8K New	$46.78 - $47.19 $3.97M - $4M	84.8K $3.99M
VRP	49.4K New	$22.99 - $23.82 $1.14M - $1.18M	49.4K $1.17M
SCHW	6.2K New	$61.89 - $72.38 $384K - $449K	6.2K $448K
CAPITAL GRP FIXED INCM ETF T	183K New	N/A	183K $0

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUNI	-33K - 41.4%	$52.22 - $52.82 $1.73M - $1.75M	46.8K $2.45M
VTEB	-22.4K - 36.75%	$50.36 - $51.06 $1.13M - $1.14M	38.5K $1.95M
PGX	-95.2K - 54.72%	$11.45 - $12.02 $1.09M - $1.14M	78.8K $935K
JEPQ	-30.7K - 18.84%	$49.02 - $54.29 $1.51M - $1.67M	132K $7.18M
BX	-5.57K - 10.9%	$116.98 - $131.66 $651K - $733K	45.5K $5.98M
AMD	-3.4K - 58.62%	$135.32 - $211.38 $460K - $719K	2.4K $433K

Activity Summary All Purchases 54 New Holdings 4 Increased Positions 50 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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