Beta Wealth Group, Inc. CAPITAL GROUP EQUITY ETF TR Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Number of Shares
60,765
Previous 267,824 77.31%
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
-207,059 Reduced 77.31%
60,765 $0
Q2 2025

Aug 08, 2025
SELL
N/A
-2,946 Reduced 1.09%
267,824 $0
Q1 2025

May 08, 2025
BUY
N/A
270,770 New
270,770 $0
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