BALT

Inn Defined Wealth Shield

Latest period2024 - Q4Total superinvestors44

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 44 superinvestors own shares of Inn Defined Wealth Shield (BALT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Inn Defined Wealth Shield (BALT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Inn Defined Wealth Shield (BALT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Inn Defined Wealth Shield (BALT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Patrick Hayes@Wealthquest Corp
Recent Activity
Increased 49.63%
7.88%
$96.77M
3.08M shares@ 31.43 avg price
Lauren King@Compass Advisory Group Llc
Recent Activity
Increased 1309.42%
7.37%
$20.576M
654,883 shares@ 31.43 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -4.21%
0.28%
$18.765M
597,247 shares@ 31.42 avg price
Nicole Alexander@Gradient Investments Llc
Recent Activity
New Position
0.35%
$17.223M
548,162 shares@ 31.42 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 6.49%
0.38%
$13.587M
432,418 shares@ 31.43 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
New Position
4.17%
$9.156M
291,413 shares@ 31.43 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 0.04%
0.23%
$7.719M
244,512 shares@ 31.58 avg price
Sarah Easley@Strategic Blueprint, Llc
Recent Activity
Increased 918.63%
0.41%
$6.774M
215,593 shares@ 31.42 avg price
Jeffrey Dominguez@Dominguez Wealth Management Solutions, Inc.
Recent Activity
Increased 0.54%
4.67%
$6.388M
203,314 shares@ 31.43 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
Decreased -9.14%
0.13%
$6.255M
199,068 shares@ 31.43 avg price

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