Balance Wealth, LLC's ownership history for MOAT

Balance Wealth, LLC currently holds 5.8K shares with a market value of $578.3K. It started holding MOAT on 2025-03-31. At its peak, it held 5.9K shares on 2025-06-30. Its highest holding value was $578.3K on 2025-09-30. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $518.9K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 61.