Beta Wealth Group, Inc.
Q1 2014 13F Holdings
Location
San Diego, CA
Holdings as of
3/31/2014
Value ($000)
$8,569
Num holdings
20
Date filed
5/6/2014
Form type
13F-HR
Prev filing
1/10/2014
Next filing
3/18/2021
SEC
View on sec.gov
Compare Q1 2014 to
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2013 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type