BALANCED WEALTH GROUP LLC
Position in EELV — Invesco S&P Emerging Markets Low Volatility ETF
CIK 2009783
WESTLAKE, OH
All Filings in EELV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 EELV | $622,386 | 22,690 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 EELV | $596,980 | 22,426 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 EELV | $585,767 | 22,426 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 EELV | $537,267 | 22,128 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 EELV | $512,327 | 21,885 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 EELV | $562,265 | 21,551 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 EELV | $502,583 | 21,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 EELV | $503,003 | 21,055 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 EELV | $502,916 | 20,920 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||