Beta Wealth Group, Inc. Invesco ETF Tr Ii Var Rate Pfd Transaction History
Beta Wealth Group, Inc.
- $203 Million
- Q3 2024
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
Others Institutions Holding VRP
# of Institutions
249Shares Held
41.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.81MShares$165 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.94MShares$95.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$56.7 Million0.01% of portfolio
-
Ubs Group Ag2.29MShares$55.5 Million0.01% of portfolio
-
Advisory Alpha, LLC2.16MShares$52.5 Million1.9% of portfolio