Inn Defined Wealth Shield Mutual Fund (BALT)

Market Closed

17 Jul, 20:00

BATS

34. 34

-0.09

-0.2758%

2.68B Market Cap

- Div Yield

722,400 Volume

$ 34.44

Previous Close

Investors:

TJD

TMB

+88

Add Transaction

Day Range

34.3 34.43

Year Range

32.21 34.46

Want to track BALT and more in your Portfolio? 🎯

Get Started For Free

Inn Defined Wealth Shield Mutual Fund Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc.	12,997	$434,944	$447,291.75	$12,347.75	2.84%
TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc.	94	$3,015.52	$3,235.01	$219.49	7.28%
CE Curtis Ellergodt Rothschild Investment LLC	48,400	$1.55M	$1.67M	$111,012	7.14%
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc.	285,020	$9.13M	$9.81M	$683,380.6	7.49%
JD Jim Dushek HARBOUR INVESTMENTS Inc.	430,317	$13.51M	$14.8M	$1.29M	9.56%
DC Diane Collins Rovin Capital /UT/ /ADV	89,007	$2.47M	$3.06M	$594,742.3	24.11%
SS Scott Solod Kelly Financial Group LLC	23,404	$777,750.62	$803,838.46	$26,087.84	3.35%
LJB Laura J. Bornheimer GWN SECURITIES Inc.	57,440	$1.87M	$1.98M	$104,495.43	5.58%
YA Yinka Akinsola Blue Trust Inc.	31,574	$971,141.5	$1.09M	$114,846.23	11.83%
Kyle P. Smith NewEdge Wealth LLC	19,903	$666,153.41	$684,563.68	$18,410.27	2.76%
Chris Williams Applied Capital LLC	83,046	$2.7M	$2.86M	$155,393.76	5.75%
TSR Ted S. Rich RiverTree Advisors LLC	47,571	$1.43M	$1.64M	$204,754.73	14.3%
XPN XY Planning Network Inc. XY Planning Network Inc.	9,920	$332,419	$341,337.28	$8,918.28	2.68%
AWM Accurate Wealth Management LLC Accurate Wealth Management LLC	9,364	$314,226.28	$322,205.88	$7,979.6	2.54%
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc.	272,564	$7.75M	$9.38M	$1.63M	21.05%
SS Sandra Stickney Collaborative Wealth Managment Inc.	6,103	$204,511.53	$209,973.71	$5,462.18	2.67%
Christian Keedy Guardian Wealth Advisors LLC / Nc	34,440	$1.15M	$1.19M	$32,388.56	2.81%
CAL CoreCap Advisors LLC CoreCap Advisors LLC	48,384	$1.62M	$1.67M	$46,206.72	2.85%
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc.	86,900	$2.71M	$2.99M	$276,709.19	10.2%
TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group	109,187	$3.26M	$3.76M	$495,849.19	15.2%

Blog Affiliate Program About Terms Privacy Help Contact Us