Balance Wealth, LLC EA SERIES TRUST Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025
Number of Shares
15,803
Previous 14,401 9.74%
Holding current value
$318 Million
Previous $292 Million 8.76%
% of portfolio
0.1%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
1,402 Added 9.74%
15,803 $318 Million
Q3 2025

Oct 20, 2025
BUY
N/A
1,406 Added 10.82%
14,401 $292 Million
Q2 2025

Aug 13, 2025
BUY
N/A
255 Added 2.0%
12,995 $262 Million
Q1 2025

Apr 23, 2025
BUY
N/A
12,740 New
12,740 $256 Million
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