Beta Wealth Group, Inc.

Q4 2022 13F Holdings

Location
San Diego, CA
Holdings as of
12/31/2022
Value ($000)
$148,974
Num holdings
98
Date filed
2/13/2023
Form type
13F-HR
Prev filing
11/1/2022
Next filing
5/9/2023
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type