Beta Wealth Group, Inc. CAPITAL GROUP NEW GEOGRAPHY Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Number of Shares
51,399
Previous 236,878 78.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2025
SELL
N/A
-185,479 Reduced 78.3%
51,399 $0
Q2 2025

Aug 08, 2025
BUY
N/A
3,056 Added 1.31%
236,878 $0
Q1 2025

May 08, 2025
BUY
N/A
233,822 New
233,822 $0
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