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

Beta Wealth Group, Inc. currently holds 12.0K shares with a market value of $1.2M. It started holding USMV on 2025-09-30. At its peak, it held 12.6K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 12.0K shares on 2026-06-30, with a value of $1.1M on 2026-03-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 278.