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

Beta Wealth Group, Inc. currently holds 20.5K shares with a market value of $154.4K. It started holding PML on 2024-09-30. At its peak, it held 75.8K shares on 2024-09-30. Its highest holding value was $711.7K on 2024-09-30. At its lowest, it held 20.3K shares on 2025-09-30, with a value of $154.4K on 2025-12-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 10.7K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 55.3K.