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

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024
Number of Shares
231,945
Previous 230,667 0.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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