Beta Wealth Group, Inc. New Holdings in Q3 2024

Beta Wealth Group, Inc.

Stock	Shares change	Price Range	Shares Held
AVGO Broadcom Inc. Technology	4.9K New	$136.27 - $1745.86 $668K - $8.56M	4.9K $845K
SBUX Starbucks Corp Consumer Cyclical	5.5K New	$72.51 - $98.6 $399K - $542K	5.5K $536K
RSP Invesco S&P 500 Equal Weight E ETFs	2.36K New	$162.83 - $179.16 $384K - $423K	2.36K $422K
LDEM Ishares Tr Esg Msci Em Leaders ETFs	4.18K New	$43.65 - $51.09 $183K - $214K	4.18K $210K
VSGX Vanguard World Fd Esg Intl Stk ETFs	3.33K New	$55.06 - $62.25 $183K - $207K	3.33K $204K
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
Fractyl Health Inc	17.5K New	N/A	17.5K $0

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