Beaumont Financial Partners, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 796,929 shares of SAMT stock, worth $25.9 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
796,929
Previous 660,229
20.7%
Holding current value
$25.9 Million
Previous $15 Million
14.54%
% of portfolio
1.65%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding SAMT
# of Institutions
31Shares Held
3.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc406KShares$13.2 Million0.0% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE390KShares$12.7 Million1.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$10.6 Million0.02% of portfolio
-
Triangle Securities Wealth Management280KShares$9.11 Million2.18% of portfolio
-
Aptus Capital Advisors, LLC258KShares$8.41 Million0.11% of portfolio