Beta Wealth Group, Inc. Invesco ETF Tr Ii S&P Global W Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 6,800 shares of CGW stock, worth $434,452. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,800
Previous 7,039
3.4%
Holding current value
$434,452
Previous $439,000
0.68%
% of portfolio
0.23%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding CGW
# of Institutions
232Shares Held
6.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY871KShares$55.6 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.506KShares$32.3 Million3.03% of portfolio
-
Ubs Group Ag498KShares$31.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC433KShares$27.6 Million0.0% of portfolio
-
Weatherly Asset Management L. P.400KShares$25.5 Million2.15% of portfolio