Kellett Wealth Advisors, LLC's ownership history for USEP


Kellett Wealth Advisors, LLC currently holds 601.3K shares with a market value of $23.3M. It started holding USEP on 2024-09-30. At its peak, it held 883.4K shares on 2024-09-30. Its highest holding value was $30.7M on 2024-09-30. At its lowest, it held 601.3K shares on 2025-09-30, with a value of $22.4M on 2025-06-30. In the recent 180 days, Kellett Wealth Advisors, LLC has decreased its shares by 227.5K. In the recent year, Kellett Wealth Advisors, LLC has decreased its shares by 282.1K.


Kellett Wealth Advisors, LLC's ownership history for USEP