BALANCED WEALTH GROUP LLC's ownership history for AEP

BALANCED WEALTH GROUP LLC currently holds 2.0K shares with a market value of $204.3K. It started holding AEP on 2025-03-31. At its peak, it held 2.0K shares on 2025-06-30. Its highest holding value was $221.4K on 2025-06-30. At its lowest, it held 1.9K shares on 2025-03-31, with a value of $204.3K on 2025-09-30. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 8.