Beta Wealth Group, Inc. PIMCO ETF TR Transaction History

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024
Number of Shares
184,432
Previous 171,437 7.58%
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
Q4 2024

Jan 31, 2025
BUY
N/A
12,995 Added 7.58%
184,432 $0
Q3 2024

Nov 01, 2024
BUY
N/A
14,692 Added 9.37%
171,437 $0
Q2 2024

Aug 12, 2024
BUY
N/A
3 Added 0.0%
156,745 $0
Q1 2024

May 14, 2024
SELL
N/A
-329,608 Reduced 67.77%
156,742 $0
Q4 2023

Feb 09, 2024
BUY
N/A
486,350 New
486,350 $0
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