Balance Wealth, LLC's ownership history for EFV

Balance Wealth, LLC currently holds 7.5K shares with a market value of $512.0K. It started holding EFV on 2025-03-31. At its peak, it held 11.5K shares on 2025-03-31. Its highest holding value was $675.2K on 2025-03-31. At its lowest, it held 7.5K shares on 2025-09-30, with a value of $487.2K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 3.9K.