BALANCED WEALTH GROUP LLC's ownership history for SPDW

BALANCED WEALTH GROUP LLC currently holds 20.1K shares with a market value of $865.9K. It started holding SPDW on 2024-09-30. At its peak, it held 20.1K shares on 2025-06-30. Its highest holding value was $865.9K on 2025-12-31. At its lowest, it held 19.4K shares on 2024-09-30, with a value of $701.8K on 2024-12-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 0. In the recent year, BALANCED WEALTH GROUP LLC has increased its shares by 386.