Balance Wealth, LLC 2023 ETF SERIES TRUST Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025
Number of Shares
148,755
Previous 103,194 44.15%
Holding current value
$5.33 Billion
Previous $3.41 Billion 56.45%
% of portfolio
3.12%
Previous 2.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
45,561 Added 44.15%
148,755 $5.33 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
103,194 New
103,194 $3.41 Billion
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email