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

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Day Range

34.3 34.43

Year Range

32.21 34.46

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Inn Defined Wealth Shield Mutual Fund Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Loyd Stegent Stegent Equity Advisors Inc.	18,075	$603,191.31	$622,231.87	$19,040.56	3.16%
MM Michelle McCarthy Vantage Financial Partners LLC	59,564	$1.91M	$2.05M	$140,966	7.38%
Daniel Hays Comprehensive Financial Consultants Institutional Inc.	112,486	$3.47M	$3.87M	$400,141.16	11.53%
Jason Matthews Kfg Wealth Management LLC	149,099	$4.85M	$5.13M	$280,101.01	5.78%
SM Samuel Miller Kraft, Davis & Associates LLC	121,444	$4.13M	$4.18M	$51,614.26	1.25%
Allison Brooke Blake WorthPointe LLC	7,601	$234,259.13	$261,436.39	$27,177.26	11.6%
Jim Clark Worth Asset Management LLC	16,336	$542,153.71	$561,876.72	$19,723.01	3.64%
Amanda Hawley Atria Wealth Solutions Inc.	177,994	$5.44M	$6.13M	$688,797.5	12.66%
ED Eric Dahm Range Financial Group LLC	18,832	$621,040.66	$647,990.29	$26,949.63	4.34%
Lori Fernicola Castle Wealth Management LLC	8,272	$271,487.04	$284,680.88	$13,193.84	4.86%
RS Rebecca Sierp WPWealth LLP	38,126	$1.24M	$1.31M	$76,304.09	6.17%
DW Dennis Wallace Fortune Financial Advisors LLC	15,155	$507,162	$521,786.65	$14,624.65	2.88%
WJW Walter J. West Milestone Asset Management LLC	107,041	$3.12M	$3.68M	$566,647.59	18.18%
Andrew T. Gardener Tanglewood Legacy Advisors LLC	16,660	$557,876.55	$573,603.8	$15,727.25	2.82%
RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	223,169	$7.21M	$7.68M	$468,888.36	6.5%
JO Jackson O'Connor O'Connor Financial Group LLC	8,634	$295,887	$296,534.73	$647.73	0.22%
JW Jacqueline Washburn Vawter Financial Ltd.	7,408	$247,909	$255,020.4	$7,111.4	2.87%
Melissa C. Anderson PCA Investment Advisory Services Inc.	12,520	$393,338.4	$431,001	$37,662.6	9.58%
Kure Advisory LLC Kure Advisory, LLC	711,047	$22.58M	$24.48M	$1.9M	8.42%
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC	147,407	$4.59M	$5.07M	$479,925.16	10.45%

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