Inn Defined Wealth Shield Mutual Fund logo

Inn Defined Wealth Shield Mutual Fund (BALT)

Market Closed
1 Sep, 19:59
BATS BATS
BATS BATS Primary
$
34. 69
-0.06
-0.1727%
$
2.8B Market Cap
- Div Yield
457,775 Volume
$ 34.75
Previous Close
Investors:
TJD
Curtis Ellergodt
BZ
Woodard & Co Asset Management
JD
+100
Add Transaction
Day Range
34.66 34.78
Year Range
32.48 34.81
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Inn Defined Wealth Shield Mutual Fund Investors

Name Quantity Cost Value Profit ($) Gain (%)
TJD
Thomas John Drogan PR Inc.IPAL SECURITIES Inc.
38,584 $1.31M $1.34M $24,353.22 1.86%
Curtis Ellergodt
Curtis Ellergodt Rothschild Investment LLC
49,900 $1.6M $1.73M $123,664.49 7.71%
BZ
Brandon Zatopek Commonwealth Equity Services LLC
1.24M $42.38M $42.87M $488,529.42 1.15%
Woodard & Co Asset Management
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc.
276,044 $8.85M $9.51M $658,102.74 7.44%
JD
Jim Dushek HARBOUR INVESTMENTS Inc.
423,609 $13.31M $14.69M $1.38M 10.36%
DC
Diane Collins Rovin Capital /UT/ /ADV
89,007 $2.47M $3.07M $598,302.58 24.25%
BR
Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED
36,018 $1.16M $1.25M $93,106.53 8.06%
SS
Scott Solod Kelly Financial Group LLC
31,304 $1.05M $1.08M $29,626.16 2.83%
LJB
Laura J. Bornheimer GWN SECURITIES Inc.
65,390 $2.14M $2.26M $120,855.51 5.64%
AB
Anthony Bruccoleri Equitable Holdings Inc.
154,010 $5.2M $5.35M $151,278.02 2.91%
YA
Yinka Akinsola Blue Trust Inc.
31,574 $971,141.5 $1.09M $116,267.06 11.97%
Kyle P. Smith
Kyle P. Smith NewEdge Wealth LLC
22,493 $754,912.71 $779,719.84 $24,807.13 3.29%
Chris Williams
Chris Williams Applied Capital LLC
111,316 $3.67M $3.83M $163,936.73 4.47%
TSR
Ted S. Rich RiverTree Advisors LLC
42,557 $1.29M $1.47M $174,053.73 13.48%
AWM
Accurate Wealth Management LLC Accurate Wealth Management LLC
9,364 $314,226.28 $322,496.16 $8,269.88 2.63%
Jeffrey Dominguez
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc.
272,564 $7.75M $9.39M $1.64M 21.19%
SS
Sandra Stickney Collaborative Wealth Managment Inc.
6,103 $204,511.53 $211,407.92 $6,896.39 3.37%
KMT
Kirk M. Tokheim Ameritas Advisory Services LLC
17,423 $597,086.21 $605,275.02 $8,188.81 1.37%
Christian Keedy
Christian Keedy Guardian Wealth Advisors LLC / Nc
98,390 $3.34M $3.42M $73,469.3 2.2%
CAL
CoreCap Advisors LLC CoreCap Advisors LLC
48,384 $1.62M $1.67M $46,932.48 2.9%
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