BALT

Inn Defined Wealth Shield

Latest period2024 - Q4Total superinvestors23

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, 23 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -4.97%
0.04%
$1.108M
35,277 shares@ 31.42 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
0.07%
$1.089M
34,650 shares@ 31.42 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Decreased -46.3%
0.67%
$1.018M
32,405 shares@ 31.42 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 0.25%
0.02%
$747,827
23,801 shares@ 31.42 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.03%
$658,406
20,955 shares@ 31.42 avg price
Jackson O'Connor@O'connor Financial Group Llc
Recent Activity
Increased 1.19%
0.31%
$574,609
18,288 shares@ 31.43 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 61.47%
0.08%
$535,240
17,035 shares@ 31.43 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 8.62%
0.05%
$472,337
15,033 shares@ 31.43 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
0.23%
$420,651
13,388 shares@ 31.43 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
New Position
0.18%
$370,756
11,800 shares@ 31.42 avg price