Beta Wealth Group Inc. raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 61.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 163,100 shares of the company’s stock after acquiring an additional 62,267 shares during the period. JPMorgan […]
Beta Wealth Group Inc. grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,218 shares of the credit services provider’s stock after purchasing an additional 853 shares during the […]
Beta Wealth Group Inc. purchased a new stake in shares of PIMCO Municipal Income Fund III (NYSE:PMX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 126,659 shares of the investment management company’s stock, valued at approximately $936,000. […]
Beta Wealth Group Inc. raised its stake in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 3.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 56,148 shares of the company’s stock after buying an additional 1,677 shares during […]
Beta Wealth Group Inc. reduced its stake in VanEck Agribusiness ETF (NYSEARCA:MOO – Free Report) by 57.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,957 shares of the company’s stock after selling 80,627 shares during the period. VanEck Agribusiness ETF […]