Beta Wealth Group, Inc.'s ownership history for IDV

Beta Wealth Group, Inc. currently holds 10.4K shares with a market value of $411.6K. It started holding IDV on 2024-09-30. At its peak, it held 33.9K shares on 2024-09-30. Its highest holding value was $1.0M on 2024-09-30. At its lowest, it held 10.4K shares on 2025-09-30, with a value of $381.4K on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 23.4K.