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 (%) |
|---|---|---|---|---|---|
 Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 211,835 | $6.86M | $7.3M | $437,701.83 | 6.38% |
 Jackson O'Connor O'Connor Financial Group LLC | 8,634 | $295,887 | $297,354.96 | $1,467.96 | 0.5% |
 Jacqueline Washburn Vawter Financial Ltd. | 8,171 | $274,056.99 | $281,409.24 | $7,352.25 | 2.68% |
 Melissa C. Anderson PCA Investment Advisory Services Inc. | 12,000 | $377,000 | $413,280 | $36,280 | 9.62% |
 Kure Advisory LLC Kure Advisory, LLC | 741,316 | $23.61M | $25.53M | $1.92M | 8.11% |
 Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 155,832 | $4.88M | $5.37M | $483,568.5 | 9.9% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,676 | $297,327 | $298,801.44 | $1,474.44 | 0.5% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 28,337 | $931,191.92 | $983,152.21 | $51,960.29 | 5.58% |
 Christopher C. Powers Farther Finance Advisors, LLC | 218,927 | $7.13M | $7.54M | $413,412.06 | 5.8% |
 RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 490,105 | $15.54M | $17M | $1.46M | 9.41% |
 Syon Capital LLC SYON CAPITAL LLC | 17,074 | $560,369 | $593,150.76 | $32,781.76 | 5.85% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 26,400 | $868,396.98 | $909,216 | $40,819.02 | 4.7% |
 James Rankin Modern Wealth Management, LLC | 9,224 | $292,677.72 | $320,441.76 | $27,764.04 | 9.49% |
 Amir Har-El Savvy Advisors, Inc. | 6,209 | $207,784 | $213,837.96 | $6,053.96 | 2.91% |
 PETER KRUSSEL Southland Equity Partners LLC | 6,907 | $236,703 | $237,877.08 | $1,174.08 | 0.5% |
 Andrea Butler Sequent Planning LLC | 22,306 | $732,747.46 | $774,910.44 | $42,162.98 | 5.75% |
 Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 313,952 | $9.87M | $10.81M | $938,035 | 9.5% |
 Chandler te Velde Maia Wealth LLC | 16,462 | $532,793.89 | $566,951.28 | $34,157.39 | 6.41% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,245 | $292,914.87 | $318,397.8 | $25,482.93 | 8.7% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 88,416 | $2.83M | $3.05M | $219,921.86 | 7.78% |
