Balance Wealth, LLC EA SERIES TRUST Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025
Number of Shares
12,995
Previous 12,740 2.0%
Holding current value
$262 Million
Previous $256 Million 2.29%
% of portfolio
0.15%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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