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

Beta Wealth Group, Inc. currently holds 12.5K shares with a market value of $646.4K. It started holding BAC on 2024-09-30. At its peak, it held 12.5K shares on 2025-09-30. Its highest holding value was $646.4K on 2025-09-30. At its lowest, it held 10.1K shares on 2024-09-30, with a value of $401.4K on 2024-09-30. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 2.1K.