Balance Wealth, LLC's ownership history for OEF

Balance Wealth, LLC currently holds 1.5K shares with a market value of $492.3K. It started holding OEF on 2025-03-31. At its peak, it held 1.8K shares on 2025-03-31. Its highest holding value was $500.0K on 2025-03-31. At its lowest, it held 1.5K shares on 2025-09-30, with a value of $457.1K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 367.