Ballast Advisors LLC New Holdings in Q3 2024

Ballast Advisors LLC

  • $322 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
983
New
$192.27 - $242.73 $189K - $239K
983 $228K
AIZ
Assurant, Inc.

Financial Services
1.04K
New
$161.28 - $199.95 $168K - $208K
1.04K $207K
CMF
Ishares California Muni Bond E

ETFs
495
New
$56.65 - $58.17 $28K - $28.8K
495 $28K
XLF
Financial Sector Spdr

ETFs
244
New
$40.84 - $45.74 $9.96K - $11.2K
244 $11K
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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