BALANCED WEALTH GROUP LLC
Holdings in MFM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,032,633 | 190,172 | Shares | Sole | 2026-01-13 |
| 2025-06-30 | $939,600 | 181,741 | Shares | Sole | 2025-08-13 |
| 2024-12-31 | $67,517 | 12,620 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $214,866 | 37,564 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $247,157 | 45,267 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $361,460 | 67,311 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $661,093 | 127,871 | Shares | Sole | 2024-02-06 |