Number of Shares
9,189
Previous 10,035 8.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
N/A
-846 Reduced 8.43%
9,189 $0
Q2 2024

Jul 26, 2024

BUY
N/A
549 Added 5.79%
10,035 $0
Q1 2024

May 01, 2024

SELL
N/A
-463 Reduced 4.65%
9,486 $0
Q4 2023

Jan 30, 2024

BUY
N/A
608 Added 6.51%
9,949 $0
Q3 2023

Oct 19, 2023

BUY
N/A
254 Added 2.8%
9,341 $0
Q2 2023

Aug 04, 2023

BUY
N/A
9,087 New
9,087 $0
Track This Portfolio

Track Ballast Advisors LLC Portfolio

Follow Ballast Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballast Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballast Advisors LLC with notifications on news.