BALLAST ADVISORS LLC's ownership history for XLU

BALLAST ADVISORS LLC currently holds 604 shares with a market value of $52.7K. It started holding XLU on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $88.9K on 2024-09-30. At its lowest, it held 590 shares on 2025-06-30, with a value of $48.2K on 2025-06-30. In the recent 180 days, BALLAST ADVISORS LLC has decreased its shares by 496. In the recent year, BALLAST ADVISORS LLC has decreased its shares by 496.