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

Beta Wealth Group, Inc. currently holds 57.1K shares with a market value of $2.4M. It started holding CGDV on 2025-03-31. At its peak, it held 225.3K shares on 2025-06-30. Its highest holding value was $8.9M on 2025-06-30. At its lowest, it held 57.1K shares on 2025-09-30, with a value of $2.4M on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 167.5K.