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

Beta Wealth Group, Inc. currently holds 14.9K shares with a market value of $633.7K. It started holding XJR on 2025-06-30. At its peak, it held 15.3K shares on 2025-06-30. Its highest holding value was $634.8K on 2025-09-30. At its lowest, it held 14.9K shares on 2025-12-31, with a value of $605.4K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 426.