Beta Wealth Group, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 6,350 shares of DWX stock, worth $276,288. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,350
Previous 5,927
7.14%
Holding current value
$276,288
Previous $249,000
8.84%
% of portfolio
0.14%
Previous 0.14%
Shares
18 transactions
Others Institutions Holding DWX
# of Institutions
153Shares Held
6.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY839KShares$36.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC718KShares$31.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA619KShares$26.9 Million0.01% of portfolio
-
Ubs Group Ag414KShares$18 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA273KShares$11.9 Million7.26% of portfolio