Beta Wealth Group, Inc.

Q3 2024 vs. Q1 2025 13F Holdings

Period
Q3 2024
Q1 2025
Holdings as of
9/30/2024
3/31/2025
Value ($000)
$221,791
$278,424
Num holdings
105
105
Form type
13F-HR
13F-HR
Date filed
11/1/2024
5/8/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2024 Q1 2025 Diff Chg % Q3 2024 Q1 2025 Diff Chg %