Beta Wealth Group, Inc. Proshares Listed Private Equit Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Proshares Listed Private Equit stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 32,745 shares of PEX stock, worth $833,687. This represents 0.46% of its overall portfolio holdings.

Number of Shares
32,745
Holding current value
$833,687
% of portfolio
0.46%

Shares

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

Nov 07, 2025
BUY
$26.07 - $29.48 $853,662 - $965,322
32,745 New
32,745 $862,000

Others Institutions Holding PEX

# of Institutions
19
Shares Held
96.2K
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES LISTED PRIVATE EQUIT

PEX Quotes by TradingView
  • Ticker PEX
  • Sector ETFs
  • Industry ETFs
More about PEX
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email