Beta Wealth Group, Inc. Sells in Q4 2024

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-48K
- 86.93%
$59.25 - $72.99 $2.85M - $3.51M
7.22K $431K
CVS
Cvs Health Corp

Healthcare
-39.5K
- 84.2%
$43.78 - $67.46 $1.73M - $2.67M
7.42K $333K
AVGO
Broadcom Inc.

Technology
-2.8K
- 57.19%
$159.67 - $250.0 $448K - $701K
2.1K $486K
VGLT
Vanguard Long Term Treasury Et

ETFs
-3
- 0.01%
$55.1 - $61.74 $165 - $185
48.6K $2.69M
RTX
Raytheon Technologies Corp

Industrials
-1.5K
- 28.29%
$114.45 - $127.21 $172K - $191K
3.81K $440K
PML
Pimco Municipal Income Fund Ii

Financial Services
-8.98K
- 11.85%
$8.02 - $9.52 $72K - $85.5K
66.8K $540K
MS
Morgan Stanley

Financial Services
-2.4K
- 34.63%
$104.42 - $134.99 $250K - $324K
4.53K $569K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.77K
- 3.7%
$51.58 - $52.91 $91.3K - $93.7K
46.1K $2.38M
REZ
Ishares Tr Residential And Mul

ETFs
-671
- 7.65%
$79.04 - $89.77 $53K - $60.2K
8.11K $656K
MDT
Medtronic PLC

Healthcare
-300
- 4.34%
$79.61 - $92.24 $23.9K - $27.7K
6.62K $528K
MUB
Ishares National Muni Bond ETF

ETFs
-357
- 7.1%
$105.78 - $108.7 $37.8K - $38.8K
4.67K $497K
A
Agilent Technologies, Inc.

Healthcare
-105
- 5.55%
$125.69 - $146.56 $13.2K - $15.4K
1.79K $240K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.46K
- 8.78%
$20.98 - $21.19 $30.6K - $30.9K
15.2K $319K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-30
- 1.01%
$79.93 - $88.06 $2.4K - $2.64K
2.95K $235K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-154
- 0.49%
$25.3 - $26.31 $3.9K - $4.05K
31.1K $795K
CBSE
Listed Fds Tr Changebridge Cap
-522
- 2.55%
N/A
19.9K $0
EMR
Emerson Electric CO

Industrials
-601
- 11.54%
$108.13 - $134.33 $65K - $80.7K
4.61K $571K
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 1.86%
$567.81 - $607.81 $31.2K - $33.4K
2.9K $1.7M
EMLP
First Tr Exchange Traded Iv

ETFs
-174
- 2.48%
$33.69 - $38.24 $5.86K - $6.65K
6.86K $244K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-14
- 0.49%
$100.18 - $109.1 $1.4K - $1.53K
2.84K $297K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 1.3%
$77.25 - $91.3 $7.73K - $9.13K
7.6K $648K
DAL
Delta Air Lines, Inc.

Industrials
-100
- 1.18%
$47.46 - $65.77 $4.75K - $6.58K
8.41K $508K
NVDA
Nvidia Corp

Technology
-690
- 3.22%
$117.0 - $148.88 $80.7K - $103K
20.8K $2.79M
GOOG
Alphabet Inc.

Communication Services
-1.31K
- 6.72%
$163.08 - $198.16 $213K - $259K
18.2K $3.46M
AAPL
Apple Inc.

Technology
-582
- 2.8%
$221.69 - $259.02 $129K - $151K
20.2K $5.05M
BX
Blackstone Inc.

Financial Services
-2.89K
- 6.56%
$148.45 - $199.05 $429K - $575K
41.1K $7.09M
DIS
Walt Disney CO

Communication Services
-154
- 0.27%
$92.39 - $117.6 $14.2K - $18.1K
56.7K $6.31M
Activity Summary
Buys All Purchases 75 New Holdings 10 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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