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 (%)
Jade Eagles WEALTHGARDEN F.S. LLC	7,339	$245,597	$252,608.38	$7,011.38	2.85%
CCA City Center Advisors LLC City Center Advisors, LLC	16,080	$539,433.49	$553,473.6	$14,040.11	2.6%
DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC	77,251	$2.62M	$2.66M	$37,080.16	1.41%
Chris Bulman Inc. Chris Bulman Inc	50,416	$1.52M	$1.74M	$214,557.77	14.11%
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS	13,920	$440,818.67	$479,056.8	$38,238.13	8.67%
Chad Warrick Summit Wealth Partners, LLC	15,226	$509,538	$524,002.79	$14,464.79	2.84%
NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC	124,290	$4.09M	$4.28M	$182,797.1	4.46%
Code Waechter LLC Code Waechter LLC	139,374	$4.45M	$4.8M	$342,287.97	7.68%
Scott M. Freund Family Office Research LLC	88,660	$2.97M	$3.05M	$85,312.56	2.87%
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA	62,077	$1.96M	$2.13M	$165,132.18	8.4%
Jefferson H. West Legacy Investment Solutions LLC	2,485	$77,631.55	$85,322.47	$7,690.92	9.91%
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID	8,460	$279,609.63	$290,474.1	$10,864.47	3.89%
Heather Scully NWF Advisory Services Inc.	10,358	$342,773.08	$355,641.93	$12,868.85	3.75%
RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc.	180,835	$6.05M	$6.21M	$159,134.07	2.63%
PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC	44,122	$1.41M	$1.51M	$109,620.43	7.8%
Vantage Point Financial LLC Vantage Point Financial LLC	30,058	$984,778.93	$1.03M	$47,262.5	4.8%
Elizabeth Arce Sovran Advisors LLC	278,555	$8.84M	$9.57M	$735,803.81	8.33%
RN Ron New Whipplewood Advisors LLC	142,568	$4.58M	$4.9M	$321,461.31	7.02%
MC Michael Chadwick Fiscal Wisdom Wealth Management LLC	51,996	$1.71M	$1.79M	$76,974.87	4.5%
DN Daniel Newman Noble Wealth Management PBC	2,250	$73,493.3	$77,321.25	$3,827.95	5.21%

Blog Affiliate Program About Terms Privacy Help Contact Us