Beta Wealth Group, Inc.

Q4 2020 13F Detailed Holdings

Location
San Diego, CA
Holdings as of
12/31/2020
Value ($000)
$116,457
Num holdings
38
Date filed
3/18/2021
Form type
13F-HR
Prev filing
5/6/2014
Next filing
5/11/2021
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

Other Managers

Num Name File Number
1 ENVESTNET ASSET MANAGEMENT INC 028-13411