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

Beta Wealth Group, Inc. currently holds 229.4K shares with a market value of $4.1M. 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 $4.1M on 2025-12-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 117.6K. In the recent year, Beta Wealth Group, Inc. has increased its shares by 23.7K.