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Company Main View
Name:
BALLAST ADVISORS LLC
City:
WOODBURY
State:
MN
Zip:
55125-1705
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$296,720,000
Total Value Change :
$28,923,000
Securities Held Change :
3
All Securities Held :
172
New Positions
:
9
Closed Positions
:
7
Increased Positions
:
62
Unchanged Positions
:
35
Decreased Positions
:
66
Download
Free Registration Required For Full Results
Holdings Found :
7
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
INTC
Intel Corp
176
Closed
$30.42
$0
0
0%
-234,000
-4,654
0
Semiconductor- Broad...
FNDE
Schwab Fundamental Emerging...
175
Closed
$29.51
$0
0
0%
-1,000
-24
0
N/A
F
Ford Motor Co
174
Closed
$12.50
$0
0
0%
-149,000
-12,194
0
Auto Manufacturers
RWO
Spdr Index Shares Fd
173
Closed
$41.88
$0
0
0%
0
-11
0
Closed - End Fund - E...
GMF
streetTRACKS Sp Em As Pac Etf
172
Closed
$110.84
$0
0
0%
-23,000
-223
0
Closed - End Fund - E...
IWB
ishares trust Russell 1000
179
Closed
$292.59
$0
0
0%
-16,000
-62
0
Closed - End Fund - E...
GXC
Strk Spdr S&P Ch Etf
177
Closed
$72.58
$0
0
0%
-10,000
-149
0
Closed - End Fund - E...
7
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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