Beta Wealth Group, Inc. Options Holdings

Beta Wealth Group, Inc.

  • $195 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $195 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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