Beta Wealth Group, Inc. Listed Fds Tr Changebridge Cap Transaction History

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Listed Fds Tr Changebridge Cap stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 19,926 shares of CBSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,926
Previous 20,448 2.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
SELL
N/A
-522 Reduced 2.55%
19,926 $0
Q3 2024

Nov 01, 2024
SELL
N/A
-1 Reduced -0.0%
20,448 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-2,609 Reduced 11.31%
20,449 $0
Q1 2024

May 14, 2024
SELL
N/A
-6,015 Reduced 20.69%
23,058 $0
Q4 2023

Feb 09, 2024
BUY
N/A
1,296 Added 4.67%
29,073 $0
Q3 2023

Nov 13, 2023
BUY
N/A
488 Added 1.79%
27,777 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-2,752 Reduced 9.16%
27,289 $0
Q1 2023

May 09, 2023
BUY
N/A
1,776 Added 6.28%
30,041 $0
Q4 2022

Feb 10, 2023
SELL
N/A
-3,271 Reduced 10.37%
28,265 $0
Q3 2022

Nov 01, 2022
SELL
N/A
-5,048 Reduced 13.8%
31,536 $677,000
Q2 2022

Aug 05, 2022
BUY
N/A
1,108 Added 3.12%
36,584 $746,000
Q1 2022

May 12, 2022
BUY
N/A
1,532 Added 4.51%
35,476 $895,000
Q3 2021

Nov 12, 2021
SELL
N/A
-30 Reduced 0.09%
33,944 $994,000
Q2 2021

Aug 16, 2021
BUY
N/A
100 Added 0.3%
33,974 $1.02 Million
Q1 2021

May 11, 2021
BUY
N/A
33,874 New
33,874 $974,000

Others Institutions Holding CBSE

# of Institutions
9
Shares Held
382K
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR CHANGEBRIDGE CAP

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  • Ticker CBSE
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