Beta Wealth Group Inc. grew its stake in JPMorgan Realty Income ETF (NYSEARCA:JPRE – Free Report) by 44.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,762 shares of the company’s stock after purchasing an additional 7,058 shares during the quarter. […]
Beta Wealth Group Inc. lessened its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 54,985 shares of the entertainment giant’s stock after selling 3,350 shares during the quarter. Walt […]
Beta Wealth Group Inc. cut its stake in shares of Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 2.7% during the fourth quarter, HoldingsChannel reports. The firm owned 173,913 shares of the company’s stock after selling 4,810 shares during the quarter. Invesco Preferred ETF comprises 1.0% of Beta Wealth Group Inc.’s holdings, making the stock […]
Beta Wealth Group Inc. trimmed its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.9% during the 4th quarter, Holdings Channel reports. The firm owned 5,101 shares of the manufacturing equipment provider’s stock after selling 99 shares during the quarter. Beta Wealth Group Inc.’s holdings in Applied Materials were worth $827,000 at the […]
Beta Wealth Group Inc. decreased its holdings in shares of Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 173,913 shares of the company’s stock after selling 4,810 shares during the quarter. […]