Number of Shares
520
Previous 600 13.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

SELL
N/A
-80 Reduced 13.33%
520 $0
Q3 2023

Oct 19, 2023

SELL
N/A
-45 Reduced 6.98%
600 $0
Q2 2023

Aug 04, 2023

SELL
N/A
-16 Reduced 2.42%
645 $0
Q1 2023

May 09, 2023

BUY
N/A
661 New
661 $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.