Balance Wealth, LLC AMERICAN CENTY ETF TR Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025
Number of Shares
4,875
Previous 4,906 0.63%
Holding current value
$311 Million
Previous $294 Million 5.72%
% of portfolio
0.1%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
N/A
-31 Reduced 0.63%
4,875 $311 Million
Q3 2025

Oct 20, 2025
SELL
N/A
-217 Reduced 4.24%
4,906 $294 Million
Q2 2025

Aug 13, 2025
BUY
N/A
5,123 New
5,123 $290 Million
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