Beta Wealth Group, Inc.

CIK
0001594417
City
SAN DIEGO
State / Country
CA

Holdings in PML

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $154,434 20,482
2025-09-30 $160,620 20,306
2025-06-30 $232,134 31,159
2025-03-31 $512,624 63,287
2024-12-31 $540,549 66,817
2024-09-30 $711,743 75,798
2024-06-30 $654,711 76,754
2024-03-31 $607,002 71,412
2023-12-31 $528,917 63,725
2023-09-30 $2,817,431 366,376
2023-06-30 $1,644,800 181,947
2023-03-31 $1,618,009 172,312
2022-12-31 $391,838 43,345
2022-03-31 $1,803,545 156,830
2021-12-31 $2,040,973 139,697
2021-09-30 $2,059,133 139,697
2021-06-30 $1,943,495 128,879
2021-03-31 $1,963,996 131,989
2020-12-31 $1,402,115 98,050