Beta Wealth Group, Inc. ADVISORS INNER CIRCLE FD Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Number of Shares
180,188
Previous 176,442 2.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
3,746 Added 2.12%
180,188 $0
Q2 2025

Aug 08, 2025
BUY
N/A
176,442 New
176,442 $0
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