Beta Wealth Group, Inc. Ssga Active Tr Spdr Nuveen Mun Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
A detailed history of Beta Wealth Group, Inc. transactions in Ssga Active Tr Spdr Nuveen Mun stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 69,668 shares of MBND stock, worth $1.91 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
69,668
Previous 23,109
201.48%
Holding current value
$1.91 Million
Previous $635,000
201.89%
% of portfolio
1.01%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding MBND
# of Institutions
17Shares Held
1.6MCall Options Held
0Put Options Held
0-
Nuveen Asset Management, LLC Chicago, IL943KShares$25.9 Million0.01% of portfolio
-
Patten & Patten Inc141KShares$3.88 Million0.28% of portfolio
-
Pineridge Advisors LLC St. Charles, MO117KShares$3.22 Million1.14% of portfolio
-
Cwm, LLC107KShares$2.94 Million0.01% of portfolio
-
Ae Wealth Management LLC76.3KShares$2.09 Million0.03% of portfolio