BALANCED WEALTH GROUP LLC's ownership history for DVY

BALANCED WEALTH GROUP LLC currently holds 2.9K shares with a market value of $391.3K. It started holding DVY on 2024-09-30. At its peak, it held 2.9K shares on 2025-06-30. Its highest holding value was $391.3K on 2025-09-30. At its lowest, it held 2.8K shares on 2024-09-30, with a value of $379.9K on 2024-09-30. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 28. In the recent year, BALANCED WEALTH GROUP LLC has increased its shares by 78.