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

Beta Wealth Group, Inc. currently holds 9.2K shares with a market value of $536.2K. It started holding LDEM on 2024-09-30. At its peak, it held 9.5K shares on 2025-06-30. Its highest holding value was $543.1K on 2025-09-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $210.4K on 2024-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 286.