Beta Wealth Group, Inc. Ssga Active Tr Spdr Nuveen Mun Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	SELL	$26.49 - $27.5 $1.04 Million - $1.08 Million	-39,347 Reduced 50.66%	38,326 $1.04 Million
Q1 2025 May 08, 2025	BUY	$27.17 - $27.86 $322,344 - $330,531	11,864 Added 18.03%	77,673 $2.12 Million
Q4 2024 Jan 31, 2025	BUY	$27.3 - $28.06 $85,803 - $88,192	3,143 Added 5.02%	65,809 $1.81 Million
Q3 2024 Nov 01, 2024	SELL	$27.32 - $28.07 $66,414 - $68,238	-2,431 Reduced 3.73%	62,666 $1.76 Million
Q2 2024 Aug 12, 2024	SELL	$27.08 - $27.5 $123,782 - $125,702	-4,571 Reduced 6.56%	65,097 $1.79 Million

Q1 2024 May 14, 2024	BUY	$27.22 - $27.64 $1.27 Million - $1.29 Million	46,559 Added 201.48%	69,668 $1.92 Million
Q4 2023 Feb 09, 2024	SELL	$25.65 - $27.51 $368,564 - $395,291	-14,369 Reduced 38.34%	23,109 $635,000
Q3 2023 Nov 13, 2023	BUY	$25.99 - $27.02 $974,053 - $1.01 Million	37,478 New	37,478 $974,000

Others Institutions Holding MBND

# of Institutions

25

Shares Held

1.81M

Call Options Held

0

Put Options Held

0

About SSGA ACTIVE TR SPDR NUVEEN MUN

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