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

Beta Wealth Group, Inc. currently holds 171.5K shares with a market value of $5.1M. It started holding LSVD on 2025-06-30. At its peak, it held 180.2K shares on 2025-09-30. Its highest holding value was $5.1M on 2025-12-31. At its lowest, it held 171.5K shares on 2025-12-31, with a value of $4.5M on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 4.9K.