Kellett Wealth Advisors, LLC's ownership history for USEP


Kellett Wealth Advisors, LLC currently holds 589.2K shares with a market value of $23.2M. 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 589.2K shares on 2025-12-31, with a value of $22.4M on 2025-06-30. In the recent 180 days, Kellett Wealth Advisors, LLC has decreased its shares by 17.8K. In the recent year, Kellett Wealth Advisors, LLC has decreased its shares by 274.0K.


Kellett Wealth Advisors, LLC's ownership history for USEP