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Beta Wealth Group, Inc.
Portfolio value
Beta Wealth Group, Inc. portfolio value
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$169,156,388
is the total value of the holdings Beta Wealth Group, Inc. reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$169,156,388
Q3 2023
$173,073,260
Q2 2023
$174,819,591
Q1 2023
$148,974,041
Q4 2022
$138,793,000
Q3 2022
$149,154,000
Q2 2022
$149,432,000
Q1 2022
$138,646,000
Q4 2021
$138,646,000
Q3 2021
$143,592,000
Q2 2021
$137,532,000
Q1 2021
$116,457,000
Q4 2020
$8,569,000
Q1 2014
$7,890,000
Q4 2013