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

Beta Wealth Group, Inc. currently holds 19.8K shares with a market value of $503.7K. It started holding PRIV on 2025-09-30. At its peak, it held 21.3K shares on 2025-09-30. Its highest holding value was $543.2K on 2025-09-30. At its lowest, it held 19.8K shares on 2025-12-31, with a value of $503.7K on 2025-12-31.