Beta Wealth Group, Inc. PIMCO ETF TR Transaction History

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025
Number of Shares
1,420,705
Previous 184,432 670.31%
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
Q1 2025

May 08, 2025
BUY
N/A
1,236,273 Added 670.31%
1,420,705 $0
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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