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

Beta Wealth Group, Inc. currently holds 326.6K shares with a market value of $6.5M. It started holding PDI on 2024-09-30. At its peak, it held 346.9K shares on 2025-06-30. Its highest holding value was $6.6M on 2025-06-30. At its lowest, it held 205.6K shares on 2024-09-30, with a value of $4.2M on 2024-09-30. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 38.5K.