Beta Wealth Group, Inc. Invesco Actively Mngd ETF Tr U Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 9,882 shares of GSY stock, worth $497,163. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,882
Previous 6,518
51.61%
Holding current value
$497,163
Previous $326,000
52.15%
% of portfolio
0.27%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding GSY
# of Institutions
292Shares Held
39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.22MShares$263 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.82MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$194 Million0.04% of portfolio
-
Gradient Investments LLC1.41MShares$70.9 Million1.42% of portfolio
-
Ubs Group Ag1.35MShares$68.1 Million0.01% of portfolio