Inn Defined Wealth Shield Mutual Fund (BALT)
Market Closed
1 Sep, 20:00
BATS BATS Primary $
34. 70
-0.05
-0.1583%
$
2.8B Market Cap
- Div Yield
24,211 Volume
$ 34.75
Previous Close 
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Inn Defined Wealth Shield Mutual Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 86,900 | $2.71M | $2.99M | $278,881.69 | 10.28% |
 Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 109,187 | $3.26M | $3.76M | $497,487 | 15.25% |
 Loyd Stegent Stegent Equity Advisors Inc. | 18,075 | $603,191.31 | $622,503 | $19,311.69 | 3.2% |
 Michelle McCarthy Vantage Financial Partners LLC | 59,564 | $1.91M | $2.05M | $141,144.69 | 7.39% |
| EM Erin Mccann Simplicity Wealth LLC | 29,449 | $1.01M | $1.02M | $10,896.13 | 1.08% |
 Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 112,486 | $3.47M | $3.87M | $403,628.23 | 11.63% |
 Jason Matthews Kfg Wealth Management LLC | 160,987 | $5.26M | $5.54M | $288,831.46 | 5.5% |
 Samuel Miller Kraft, Davis & Associates LLC | 121,444 | $4.13M | $4.18M | $57,079.24 | 1.38% |
 Allison Brooke Blake WorthPointe LLC | 11,672 | $373,772.3 | $401,983.68 | $28,211.38 | 7.55% |
 Jim Clark Worth Asset Management LLC | 16,336 | $542,153.71 | $562,611.84 | $20,458.13 | 3.77% |
 Amanda Hawley Atria Wealth Solutions Inc. | 177,994 | $5.44M | $6.13M | $690,577.44 | 12.7% |
 Eric Dahm Range Financial Group LLC | 18,832 | $621,040.66 | $648,574.08 | $27,533.42 | 4.43% |
 Lori Fernicola Castle Wealth Management LLC | 8,272 | $271,487.04 | $284,887.68 | $13,400.64 | 4.94% |
 Rachel Faulk Cape Investment Advisory Inc. | 100 | $3,427 | $3,464 | $37 | 1.08% |
 Rebecca Sierp WPWealth LLP | 38,327 | $1.24M | $1.33M | $85,343.09 | 6.86% |
 Xenia Woltmann Rochester Wealth Strategies LLC | 219,349 | $7.52M | $7.55M | $37,289.55 | 0.5% |
 Dennis Wallace Fortune Financial Advisors LLC | 14,907 | $498,862.68 | $513,397.08 | $14,534.4 | 2.91% |
 Stephen Smith Kestra Investment Management LLC | 10,479 | $359,115 | $362,992.56 | $3,877.56 | 1.08% |
 Walter J. West Milestone Asset Management LLC | 105,587 | $3.07M | $3.64M | $561,430.88 | 18.26% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 16,660 | $557,876.55 | $577,518.9 | $19,642.35 | 3.52% |
