Beta Wealth Group, Inc. Purchases in Q3 2024

Beta Wealth Group, Inc.

Stock	Shares change	Price Range	Shares Held
C Citigroup Inc Financial Services	406 + 4.94%	$56.11 - $67.61 $22.8K - $27.4K	8.62K $539K
ESGV Vanguard World Fd Esg U.S. Sto ETFs	25 + 0.88%	$91.37 - $101.65 $2.28K - $2.54K	2.85K $289K
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	183 + 2.05%	$47.7 - $48.54 $8.73K - $8.88K	9.1K $441K
V Visa Inc. Financial Services	7 + 0.88%	$253.74 - $291.56 $1.78K - $2.04K	801 $220K
MBNE Ssga Active Tr Spdr Nuveen Mun ETFs	57 + 0.82%	$29.57 - $30.34 $1.69K - $1.73K	7K $211K
Capital Group Dividend Growe	7.36K New	N/A	7.36K $0
CGSD Capital Grp Core Plus Income E	288K New	N/A	288K $0
Pimco ETF Tr	14.7K + 9.37%	N/A	171K $0
Capital Grp Fixed Incm ETF T	42.4K + 22.54%	N/A	231K $0
Fractyl Health Inc	17.5K New	N/A	17.5K $0
MCHP Microchip Technology Inc Technology	804 + 12.74%	$72.0 - $95.98 $57.9K - $77.2K	7.12K $571K
WFC Wells Fargo & Company Financial Services	306 + 3.77%	$51.58 - $60.97 $15.8K - $18.7K	8.42K $475K
WDC Western Digital Corp Technology	500 + 6.58%	$56.25 - $80.24 $28.1K - $40.1K	8.1K $553K
SCHW Schwab Charles Corp Financial Services	501 + 7.83%	$61.74 - $76.08 $30.9K - $38.1K	6.9K $447K
GOOGL Alphabet Inc. Communication Services	9 + 0.55%	$148.65 - $191.18 $1.34K - $1.72K	1.65K $273K
QCOM Qualcomm Inc Technology	989 + 11.93%	$156.12 - $209.64 $154K - $207K	9.28K $1.58M
MU Micron Technology Inc Technology	600 + 10.91%	$86.27 - $136.82 $51.8K - $82.1K	6.1K $632K
MSFT Microsoft Corp Technology	401 + 2.2%	$395.15 - $467.56 $158K - $187K	18.7K $8.03M

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