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

Beta Wealth Group, Inc. currently holds 174.7K shares with a market value of $11.8M. It started holding SPVM on 2025-03-31. At its peak, it held 178.0K shares on 2025-09-30. Its highest holding value was $11.8M on 2025-12-31. At its lowest, it held 141.0K shares on 2025-03-31, with a value of $8.1M on 2025-03-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 3.1K.