Beta Wealth Group, Inc. Ssga Active Tr Spdr Nuveen Mun Transaction History
Beta Wealth Group, Inc.
- $195 Million
- Q2 2024
A detailed history of Beta Wealth Group, Inc. transactions in Ssga Active Tr Spdr Nuveen Mun stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 65,097 shares of MBND stock, worth $1.8 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
65,097
Previous 69,668
6.56%
Holding current value
$1.8 Million
Previous $1.92 Million
6.89%
% of portfolio
0.92%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding MBND
# of Institutions
21Shares Held
1.64MCall Options Held
0Put Options Held
0-
Nuveen Asset Management, LLC Chicago, IL943KShares$26 Million0.01% of portfolio
-
Patten & Patten Inc136KShares$3.76 Million0.26% of portfolio
-
Pineridge Advisors LLC St. Charles, MO130KShares$3.58 Million1.37% of portfolio
-
Cwm, LLC99.2KShares$2.74 Million0.01% of portfolio
-
Ae Wealth Management LLC92KShares$2.54 Million0.03% of portfolio