BALLAST ADVISORS LLC's ownership history for XLE

BALLAST ADVISORS LLC currently holds 300 shares with a market value of $13.4K. It started holding XLE on 2024-09-30. At its peak, it held 300 shares on 2025-12-31. Its highest holding value was $14.0K on 2025-03-31. At its lowest, it held 150 shares on 2024-09-30, with a value of $12.7K on 2025-06-30. In the recent 180 days, BALLAST ADVISORS LLC has increased its shares by 150. In the recent year, BALLAST ADVISORS LLC has increased its shares by 150.