Beta Wealth Group, Inc.

Q1 2014 13F Detailed 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
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None