Beta Wealth Group, Inc.

CIK
0001594417
City
SAN DIEGO
State / Country
CA

Holdings in MIST

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $28,536 14,127
2025-09-30 $28,254 14,127
2025-06-30 $27,406 14,127
2025-03-31 $11,301 14,127
2024-12-31 $33,339 14,127
2024-09-30 $21,473 14,127
2024-06-30 $18,647 14,127
2024-03-31 $25,287 14,127
2023-12-31 $23,592 14,127
2023-09-30 $43,793 14,127
2023-06-30 $40,261 14,127
2022-12-31 $55,942 14,127