Beta Wealth Group, Inc. Listed Fds Tr Changebridge Cap Transaction History
Beta Wealth Group, Inc.
- $195 Million
- Q2 2024
A detailed history of Beta Wealth Group, Inc. transactions in Listed Fds Tr Changebridge Cap stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 20,449 shares of CBSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,449
Previous 23,058
11.31%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding CBSE
# of Institutions
7Shares Held
244KCall Options Held
0Put Options Held
0-
Warren Averett Asset Management, LLC Birmingham, AL166KShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY28.6KShares$00.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL24.1KShares$00.0% of portfolio
-
Royal Bank Of Canada Toronto, A64.63KShares$00.0% of portfolio
-
All Square Wealth Management LLC Albany, NY15Shares$00.0% of portfolio