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08/04 10:38 defenseworld.net

Balance Wealth LLC Grows Holdings in JPMorgan Equity Focus ETF $JPEF

Balance WealthJPMorgan Equity Focus ETFhedge fundportfolioinvestment5.7% increase
08/04 10:38 defenseworld.net

Vanguard Intermediate-Term Corporate Bond ETF $VCIT Shares Sold by Balance Wealth LLC

VanguardVCITcorporate bondsinstitutional investorsBalance Wealthshare sale
08/04 10:38 defenseworld.net

Balance Wealth LLC Acquires 1,270 Shares of Intuitive Surgical, Inc. $ISRG

Balance WealthIntuitive Surgicalshare acquisitionmedical equipmentinvestor activity
08/04 10:38 defenseworld.net

Vanguard Intermediate-Term Treasury ETF $VGIT Shares Sold by Balance Wealth LLC

Balance WealthVanguard ETFQ4 holdingshedge fundSpire Wealthportfolio shift
08/04 10:38 defenseworld.net

VanEck Morningstar Wide Moat ETF $MOAT Shares Bought by Balance Wealth LLC

VanEck Morningstar Wide Moat ETFBalance Wealth LLCAtria InvestmentsETF holdingsinstitutional investorsSEC filing
08/04 10:38 defenseworld.net

Balance Wealth LLC Sells 13,536 Shares of SPDR S&P 600 Small Cap Value ETF $SLYV

Balance WealthSPDR S&P 600 Small Cap Value ETFhedge fundSunbelt SecuritiesThurstonstake reduction
08/04 10:38 defenseworld.net

Balance Wealth LLC Has $10.11 Million Position in Vanguard Small-Cap Value ETF $VBR

Balance WealthVanguard Small‑Cap Value ETFVBRhedge fund13F filingBrighton Jones
08/04 10:38 defenseworld.net

Bitwise Bitcoin ETF $BITB Shares Purchased by Balance Wealth LLC

Bitwise Bitcoin ETFBalance Wealth LLCQ4 holdingsGunderson CapitalETF stakecryptocurrency investment
08/04 10:38 defenseworld.net

Bitwise Bitcoin ETF $BITB Shares Purchased by Balance Wealth LLC

Bitwise Bitcoin ETFBalance Wealth LLCQ4 holdingsGunderson CapitalETF stakecryptocurrency investment
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