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

Beta Wealth Group, Inc. currently holds 6.3K shares with a market value of $587.5K. It started holding WFC on 2024-09-30. At its peak, it held 8.4K shares on 2024-09-30. Its highest holding value was $587.5K on 2025-12-31. At its lowest, it held 4.7K shares on 2025-03-31, with a value of $337.4K on 2025-03-31. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 1.5K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 2.1K.