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 (%)
Scott M. Freund Family Office Research LLC	101,982	$3.42M	$3.51M	$88,020.1	2.57%
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA	59,570	$1.89M	$2.06M	$179,034.3	9.49%
Jefferson H. West Legacy Investment Solutions LLC	2,485	$77,631.55	$85,583.4	$7,951.85	10.24%
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID	8,385	$277,256.13	$290,917.57	$13,661.44	4.93%
Heather Scully NWF Advisory Services Inc.	10,358	$342,773.08	$356,729.52	$13,956.44	4.07%
PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC	347,970	$11.82M	$11.98M	$165,907.31	1.4%
Vantage Point Financial LLC Vantage Point Financial LLC	24,672	$811,996.07	$857,105.28	$45,109.21	5.56%
Elizabeth Arce Sovran Advisors LLC	203,553	$6.48M	$7.01M	$531,309.79	8.2%
RN Ron New Whipplewood Advisors LLC	98,097	$3.15M	$3.38M	$227,202.27	7.21%
MC Michael Chadwick Fiscal Wisdom Wealth Management LLC	45,020	$1.48M	$1.55M	$69,991.98	4.73%
DN Daniel Newman Noble Wealth Management PBC	2,250	$73,493.3	$77,490	$3,996.7	5.44%
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC	20,930	$710,819.72	$725,538.45	$14,718.73	2.07%
CS Corrie Scoby Coordinated Financial Services Inc.	24,159	$808,481	$832,035.96	$23,554.96	2.91%
WBC William Bradley Clayton Sagespring Wealth Partners LLC	54,636	$1.78M	$1.88M	$103,601.84	5.83%
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC	99,043	$3.27M	$3.41M	$139,636.47	4.27%
PWM PTM Wealth Management LLC PTM Wealth Management LLC	853,198	$27.7M	$29.55M	$1.86M	6.71%
BWL Balance Wealth LLC Balance Wealth LLC	11,363	$363,603.03	$391,341.72	$27,738.69	7.63%
TradeWell Securities LLC TradeWell Securities LLC	39,663	$1.33M	$1.37M	$33,061.47	2.48%
RM Rich Mowrer Brookwood Investment Group LLC	61,889	$2M	$2.13M	$128,817.59	6.43%
Cole Dimond Caliber Wealth Management LLC / KS	22,958	$786,771	$790,673.52	$3,902.52	0.5%

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