Beta Wealth Group, Inc. CAPITAL GRP FIXED INCM ETF T Transaction History

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 2025
Number of Shares
88,511
Previous 231,485 61.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-142,974 Reduced 61.76%
88,511 $0
Q1 2025

May 08, 2025
SELL
N/A
-460 Reduced 0.2%
231,485 $0
Q4 2024

Jan 31, 2025
BUY
N/A
1,278 Added 0.55%
231,945 $0
Q3 2024

Nov 01, 2024
BUY
N/A
42,435 Added 22.54%
230,667 $0
Q2 2024

Aug 12, 2024
BUY
N/A
5,489 Added 3.0%
188,232 $0
Q1 2024

May 14, 2024
BUY
N/A
182,743 New
182,743 $0
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email