BALANCED WEALTH GROUP LLC
CIK
0002009783
City
WESTLAKE
State / Country
OH
Holdings in ETV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,213,632 | 571,980 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $7,922,658 | 555,976 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $7,746,589 | 558,514 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $7,152,184 | 541,422 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $7,864,603 | 545,774 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $7,230,537 | 523,952 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $6,842,245 | 500,530 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $6,326,196 | 489,265 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $5,228,474 | 424,045 | Shares | Sole | 2024-02-06 |