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

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025
Number of Shares
231,485
Previous 231,945 0.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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