Beta Wealth Group, Inc. 2023 ETF SERIES TRUST II Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Number of Shares
697,937
Previous 672,595 3.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
25,342 Added 3.77%
697,937 $0
Q2 2025

Aug 08, 2025
BUY
N/A
242,803 Added 56.49%
672,595 $0
Q1 2025

May 08, 2025
BUY
N/A
429,792 New
429,792 $0
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