Beta Wealth Group, Inc.
Beta Wealth Group, Inc. reported a Form 13F information table total of $241.68 million in 117 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1594417): combination report, quarter ended 2026-03-31, filed 2026-05-07; filing manager in United States.
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