Balanced Rock Investment Advisors LLC's ownership history for XJR

Balanced Rock Investment Advisors LLC currently holds 9.1K shares with a market value of $396.5K. It started holding XJR on 2024-09-30. At its peak, it held 38.7K shares on 2024-09-30. Its highest holding value was $1.6M on 2024-09-30. At its lowest, it held 7.1K shares on 2025-09-30, with a value of $285.8K on 2025-06-30. In the recent 180 days, Balanced Rock Investment Advisors LLC has increased its shares by 2.0K. In the recent year, Balanced Rock Investment Advisors LLC has decreased its shares by 17.3K.