A detailed history of Beta Wealth Group, Inc. transactions in Invesco ETF Tr Ii Var Rate Pfd stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 48,917 shares of VRP stock, worth $1.19 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
48,917
Previous 43,993 11.19%
Holding current value
$1.19 Million
Previous $1.05 Million 13.47%
% of portfolio
0.59%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$23.61 - $24.64 $116,255 - $121,327
4,924 Added 11.19%
48,917 $1.2 Million
Q2 2024

Aug 12, 2024

SELL
$23.41 - $24.08 $127,022 - $130,658
-5,426 Reduced 10.98%
43,993 $1.05 Million
Q1 2024

May 14, 2024

BUY
$22.99 - $23.82 $1.14 Million - $1.18 Million
49,419 New
49,419 $1.17 Million

Others Institutions Holding VRP

About INVESCO ETF TR II VAR RATE PFD


  • Ticker VRP
  • Sector ETFs
  • Industry ETFs
More about VRP
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