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

Beta Wealth Group, Inc. currently holds 30.9K shares with a market value of $763.9K. It started holding PEX on 2025-09-30. At its peak, it held 32.7K shares on 2025-09-30. Its highest holding value was $862.5K on 2025-09-30. At its lowest, it held 30.9K shares on 2025-12-31, with a value of $763.9K on 2025-12-31.