Beta Wealth Group, Inc. QLTI Holdings History
Beta Wealth Group, Inc.'s GMO International Quality ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 429,792.00 shares of GMO International Quality ETF(QLTI), totaling $10.13 Mil. This investment constitutes 3.64% of their stock portfolio, and Beta Wealth Group, Inc. now holds -% of the outstanding GMO International Quality ETF(QLTI) stock.
The initial trade took place in 2025Q1. And since then Beta Wealth Group, Inc. has made 1 purchases of QLTI, at an average price of $24.06, for a total of 429,792.00 shares. Based on historical transaction data and QLTI's current price of $26.04, Beta Wealth Group, Inc.'s estimated gain on his QLTI holdings is $850,988.16, reflecting a 8.23% gain to date.
Beta Wealth Group, Inc. QLTI ($26.04) Holding Chart
Beta Wealth Group, Inc. QLTI ($26.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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