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

Beta Wealth Group, Inc. currently holds 4.5K shares with a market value of $802.3K. It started holding MS on 2024-09-30. At its peak, it held 6.9K shares on 2024-09-30. Its highest holding value was $802.3K on 2025-12-31. At its lowest, it held 3.6K shares on 2025-06-30, with a value of $511.6K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 887. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 2.4K.