Inn Defined Wealth Shield Mutual Fund (BALT)

Market Closed

1 Sep, 20:00

BATS

34. 70

-0.05

-0.1583%

2.8B Market Cap

- Div Yield

24,211 Volume

$ 34.75

Previous Close

Investors:

TJD

+100

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Day Range

34.67 34.72

Year Range

32.48 34.81

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Inn Defined Wealth Shield Mutual Fund Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Chris Chatto Encompass More Asset Management	56,158	$1.8M	$1.93M	$132,329.6	7.34%
AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC	19,891	$643,198.18	$691,013.34	$47,815.16	7.43%
Ruth Thortvedt Financial Network Wealth Advisors LLC	10,899	$353,449.4	$375,361.56	$21,912.16	6.2%
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC	13,500	$443,070	$464,940	$21,870	4.94%
TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC	231,224	$7.74M	$8.02M	$273,486.45	3.53%
David Quinn Pine Harbor Wealth Management, LLC	17,918	$592,283.41	$621,665.01	$29,381.6	4.96%
Cynthia Schlanger Ashton Thomas Private Wealth, LLC	20,839	$655,395.58	$717,695.16	$62,299.58	9.51%
Janice M. Powell Diversify Advisory Services, LLC	37,891	$1.3M	$1.31M	$12,314.51	0.95%
Brady Green GGM Financials LLC	1,014	$33,279	$34,922.16	$1,643.16	4.94%
Jade Eagles WEALTHGARDEN F.S. LLC	11,021	$371,782.93	$379,563.24	$7,780.31	2.09%
Beth Steinhaus Breakwater Investment Management	132	$4,524	$4,572.48	$48.48	1.07%
CCA City Center Advisors LLC City Center Advisors, LLC	16,080	$539,433.49	$553,795.2	$14,361.71	2.66%
DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC	37,891	$1.29M	$1.3M	$19,134.8	1.49%
Chris Bulman Inc. Chris Bulman Inc	58,807	$1.81M	$2.03M	$216,992.55	12%
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS	20,196	$655,897.22	$700,094.34	$44,197.12	6.74%
Chad Warrick Summit Wealth Partners, LLC	15,226	$509,538	$524,383.44	$14,845.44	2.91%
NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC	97,133	$3.22M	$3.35M	$121,813.71	3.78%
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC	7,185	$246,230	$247,451.4	$1,221.4	0.5%
Code Waechter LLC Code Waechter LLC	152,786	$4.91M	$5.26M	$348,052.38	7.08%
Curtis Harrell Tounjian Advisory Partners LLC	14,739	$505,106	$510,927.43	$5,821.43	1.15%

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