News + Filings Holdings
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Beta Wealth Group, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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JPMORGAN CHASE & CO
| JPM | Common | 0 | -27,355 | 0 | -3,564,610,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 0 | -12,783 | 0 | -2,715,530,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| PFF | OPTIONS | 0 | -34,584 | 0 | -1,079,712,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 0 | -4,500 | 0 | -455,670,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ITA | Common | 0 | -3,642 | 0 | -419,109,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CSX CORP
| CSX | Common | 0 | -7,500 | 0 | -224,550,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Axonics, Inc.
| AXNX | Common | 0 | -3,875 | 0 | -211,420,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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