BALANCED WEALTH GROUP LLC

Q1 2024 13F Holdings

Location
Westlake, OH
Holdings as of
3/31/2024
Value ($000)
$224,474
Num holdings
70
Date filed
5/13/2024
Form type
13F-HR
Prev filing
2/6/2024
Next filing
8/13/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type