Beta Wealth Group, Inc.

Q3 2024 13F Holdings

Location
San Diego, CA
Holdings as of
9/30/2024
Value ($000)
$221,791
Num holdings
105
Date filed
11/1/2024
Form type
13F-HR
Prev filing
8/12/2024
Next filing
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