Balance Wealth, LLC's ownership history for QUAL

Balance Wealth, LLC currently holds 9.0K shares with a market value of $1.7M. It started holding QUAL on 2025-03-31. At its peak, it held 17.8K shares on 2025-03-31. Its highest holding value was $3.0M on 2025-03-31. At its lowest, it held 9.0K shares on 2025-09-30, with a value of $1.7M on 2025-09-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 8.8K.