BALANCED WEALTH GROUP LLC's ownership history for XLP

BALANCED WEALTH GROUP LLC currently holds 3.5K shares with a market value of $270.0K. It started holding XLP on 2024-09-30. At its peak, it held 3.5K shares on 2025-12-31. Its highest holding value was $280.9K on 2025-09-30. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $267.4K on 2024-12-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 24. In the recent year, BALANCED WEALTH GROUP LLC has increased its shares by 65.