Beta Wealth Group, Inc.
Position in DIVP — Cullen Enhanced Equity Income ETF
CIK 1594417
SAN DIEGO, CA
All Filings in DIVP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DIVP | $1,965,517 | 75,760 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 DIVP | $2,079,420 | 81,925 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DIVP | $1,953,802 | 77,498 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||