BALANCED WEALTH GROUP LLC's ownership history for SPYV

BALANCED WEALTH GROUP LLC currently holds 768.0K shares with a market value of $40.5M. It started holding SPYV on 2024-09-30. At its peak, it held 802.8K shares on 2024-12-31. Its highest holding value was $40.6M on 2025-06-30. At its lowest, it held 739.3K shares on 2025-03-31, with a value of $37.7M on 2025-03-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 28.7K. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 20.6K.