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

Beta Wealth Group, Inc. currently holds 4.7K shares with a market value of $749.9K. It started holding MS on 2024-09-30. At its peak, it held 6.9K shares on 2024-09-30. Its highest holding value was $749.9K on 2025-09-30. At its lowest, it held 3.6K shares on 2025-06-30, with a value of $511.6K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 11.