Beta Wealth Group, Inc. Q4 2021 13F Top Portfolio Holdings

Beta Wealth Group, Inc. reported 60 holdings with total value $139 M as of Q4 2021. Top holdings included SPLG, AGG, VEA, MSFT, and SRLN. Beta Wealth Group, Inc. Q4 2021 13F …

$139
OFF

Beta Wealth Group, Inc. Q4 2021 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 60 holdings with total value $139 M as of Q4 2021. Top holdings included SPLG, AGG, VEA, MSFT, and SRLN. Beta Wealth Group, Inc. Q4 2021 13F …

13f.info

19%
OFF

Beta Wealth 13F Filings And Top Holdings And Stakes - Stockzoa

2 weeks from now

Add alert Latest statistics and disclosures from Beta Wealth Group's latest quarterly 13F-HR filing: . Top 5 stock holdings are FBND, JEPI, JMUB, SPLG, MSFT, and represent 29.19% of Beta …

stockzoa.com

$399029675
OFF

BETA WEALTH GROUP, INC. Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Beta Wealth Group is a large advisory firm with 423 clients and discretionary assets under management (AUM) of $399,029,675 (Form ADV from 2024-03-26). Their last reported 13F …

whalewisdom.com

$139
OFF

Beta Wealth Group, Inc. Q3 2021 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 60 holdings with total value $139 M as of Q3 2021. Top holdings included SPLG, AGG, VEA, MSFT, and SRLN. Beta Wealth Group, Inc. Q3 2021 13F …

13f.info

6%
OFF

Accurate Wealth Management LLC Raises Position In Arch Capital …

2 weeks from now

1 day ago · Accurate Wealth Management LLC increased its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) by 55.6% during the fourth quarter, according to its …

marketbeat.com

6%
OFF

Burney Co. Has $20.67 Million Holdings In T. Rowe Price Group, Inc ...

2 weeks from now

1 day ago · A number of other institutional investors also recently modified their holdings of the stock. Insight Folios Inc grew its stake in T. Rowe Price Group by 3.6% in the third quarter. …

marketbeat.com

$206
OFF

Beta Wealth Group, Inc. Q1 2024 13F Top Portfolio Holdings

2 weeks from now

Feb 12, 2024 · Beta Wealth Group, Inc. reported 101 holdings with total value $206 M as of Q1 2024. Top holdings included FBND, JEPI, JMUB, SPLG, and MSFT. Beta Wealth Group, Inc. …

13f.info

$222
OFF

Beta Wealth Group, Inc. Q3 2024 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 105 holdings with total value $222 M as of Q3 2024. Top holdings included FBND, JEPI, JMUB, SPLG, and MSFT. Beta Wealth Group, Inc. ... 105 Date …

13f.info