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:

Add Transaction

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 (%)
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC	9,216	$309,381	$316,707.84	$7,326.84	2.37%
CS Corrie Scoby Coordinated Financial Services Inc.	24,159	$808,481	$830,224.03	$21,743.03	2.69%
WBC William Bradley Clayton Sagespring Wealth Partners LLC	54,636	$1.78M	$1.88M	$98,411.42	5.53%
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC	87,408	$2.87M	$3M	$129,792.2	4.52%
PWM PTM Wealth Management LLC PTM Wealth Management LLC	787,160	$25.43M	$27.04M	$1.61M	6.35%
BWL Balance Wealth LLC Balance Wealth LLC	10,286	$326,694.15	$353,375.53	$26,681.38	8.17%
TradeWell Securities LLC TradeWell Securities LLC	31,988	$1.07M	$1.1M	$29,037.74	2.71%
RM Rich Mowrer Brookwood Investment Group LLC	53,710	$1.72M	$1.85M	$122,861.8	7.13%
Justin Boggs Optima Capital LLC	6,709	$220,447.02	$230,487.69	$10,040.67	4.55%
BLVD Private Wealth LLC BLVD Private Wealth LLC	9,564	$314,083.9	$328,666.86	$14,582.96	4.64%
Winnow Wealth LLC Winnow Wealth LLC	136,196	$4.49M	$4.68M	$185,907.54	4.14%
HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC	168,418	$5.34M	$5.8M	$452,715.4	8.47%
Todd Arthur Gomes Sonoma Allocations LLC	28,986	$966,209.77	$996,103.89	$29,894.12	3.09%

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