A detailed history of Beta Wealth Group, Inc. transactions in Ark ETF Tr Fintech Innovation stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 39,327 shares of ARKF stock, worth $1.64 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
39,327
Previous 37,692 4.34%
Holding current value
$1.64 Million
Previous $1.12 Million 29.74%
% of portfolio
0.71%
Previous 0.55%

Shares

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

Jan 31, 2025

BUY
$29.11 - $41.59 $47,594 - $67,999
1,635 Added 4.34%
39,327 $1.46 Million
Q3 2024

Nov 01, 2024

BUY
$24.38 - $30.06 $110,660 - $136,442
4,539 Added 13.69%
37,692 $1.12 Million
Q2 2024

Aug 12, 2024

BUY
$26.67 - $29.88 $884,190 - $990,611
33,153 New
33,153 $923,000

Others Institutions Holding ARKF

About ARK ETF TR FINTECH INNOVATION


  • Ticker ARKF
  • Sector ETFs
  • Industry ETFs
More about ARKF
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.