Balance Wealth, LLC AMERICAN CENTY ETF TR Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025
Number of Shares
4,906
Previous 5,123 4.24%
Holding current value
$294 Million
Previous $290 Million 1.37%
% of portfolio
0.07%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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