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| Name: |
Beta Wealth Group Inc. |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92127 |
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| Achive
data |
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| Holdings
Found :
5 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SUB |
iShares S&P S/T Natnl AMT-F... |
110 |
Closed |
$104.76 |
$0 |
0 |
0% |
-553,000 |
-5,372 |
0 |
Closed - End Fund - Debt |
|
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ATVI |
Activision Blizzard Inc |
109 |
Closed |
$94.42 |
$0 |
0 |
0% |
-1,557,000 |
-16,629 |
0 |
Multimedia & Graphics... |
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IYZ |
iShares Dow Jones US Teleco... |
108 |
Closed |
$0.00 |
$0 |
0 |
0% |
-895,000 |
-42,041 |
0 |
Closed - End Fund - E... |
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MPC |
Marathon Petroleum Corp |
107 |
Closed |
$177.86 |
$0 |
0 |
0% |
-409,000 |
-2,702 |
0 |
Oil & Gas Refining, P... |
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PEP |
Pepsico Inc |
106 |
Closed |
$180.90 |
$0 |
0 |
0% |
-3,404,000 |
-20,088 |
0 |
Beverage Soft Drinks... |
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