Beta Wealth Group, Inc. CAPITAL GROUP DIVIDEND GROWE Transaction History

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024
Number of Shares
7,970
Previous 7,359 8.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
611 Added 8.3%
7,970 $0
Q3 2024

Nov 01, 2024
BUY
N/A
7,359 New
7,359 $0
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