BALANCED WEALTH GROUP LLC's ownership history for SPY

BALANCED WEALTH GROUP LLC currently holds 678 shares with a market value of $453.1K. It started holding SPY on 2024-09-30. At its peak, it held 853 shares on 2024-09-30. Its highest holding value was $510.2K on 2024-12-31. At its lowest, it held 678 shares on 2025-12-31, with a value of $425.9K on 2025-03-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has decreased its shares by 71. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 170.