Balance Wealth, LLC's ownership history for MA

Balance Wealth, LLC currently holds 441 shares with a market value of $251.7K. It started holding MA on 2025-06-30. At its peak, it held 491 shares on 2025-09-30. Its highest holding value was $279.0K on 2025-09-30. At its lowest, it held 369 shares on 2025-06-30, with a value of $207.3K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has increased its shares by 72.