Balance Wealth, LLC's ownership history for USMV

Balance Wealth, LLC currently holds 5.7K shares with a market value of $538.9K. It started holding USMV on 2025-03-31. At its peak, it held 6.8K shares on 2025-03-31. Its highest holding value was $638.3K on 2025-03-31. At its lowest, it held 4.0K shares on 2025-06-30, with a value of $371.8K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 1.1K.