Kellett Wealth Advisors, LLC's ownership history for USB


Kellett Wealth Advisors, LLC currently holds 8.3K shares with a market value of $403.5K. It started holding USB on 2024-09-30. At its peak, it held 8.4K shares on 2024-09-30. Its highest holding value was $403.5K on 2025-09-30. At its lowest, it held 8.3K shares on 2024-12-31, with a value of $350.8K on 2025-03-31. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 41. In the recent year, Kellett Wealth Advisors, LLC has decreased its shares by 68.


Kellett Wealth Advisors, LLC's ownership history for USB