Balanced Pool
13F holders, Q2 2024 (June 30)1holders
$82.91avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Balanced Pool in their 13F filings. The largest holder was Mfa Wealth Advisors, LLC ($366K).
- Company
- Balanced Pool
- CUSIP
- 808516306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $366K |
| Exits | 0 | $0 |
Ownership 1 holders
| Mfa Wealth Advisors, LLC | 0.08% | New | 4,420 | $366K |
"% of holder's portfolio" is BALANCED POOL's weight in each manager's 13F, not the share of Balanced Pool the manager owns.