Kellett Wealth Advisors, LLC's ownership history for CEF

Kellett Wealth Advisors, LLC currently holds 16.3K shares with a market value of $744.3K. It started holding CEF on 2024-09-30. At its peak, it held 16.3K shares on 2025-12-31. Its highest holding value was $744.3K on 2025-12-31. At its lowest, it held 11.2K shares on 2025-06-30, with a value of $301.8K on 2024-12-31. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 5.0K. In the recent year, Kellett Wealth Advisors, LLC has increased its shares by 3.5K.