Kestra Private Wealth Services, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 56,771 shares of SAMT stock, worth $2.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
56,771
Previous 55,948 1.47%
Holding current value
$2.1 Million
Previous $1.93 Million 9.81%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$33.7 - $37.35 $27,735 - $30,739
823 Added 1.47%
56,771 $2.12 Million
Q2 2025

Aug 07, 2025
BUY
$27.04 - $34.43 $31,582 - $40,214
1,168 Added 2.13%
55,948 $1.93 Million
Q1 2025

May 05, 2025
BUY
$28.43 - $33.08 $215,698 - $250,977
7,587 Added 16.08%
54,780 $1.6 Million
Q4 2024

Jan 28, 2025
BUY
$27.63 - $31.15 $1.3 Million - $1.47 Million
47,193 New
47,193 $1.38 Million

Others Institutions Holding SAMT

# of Institutions
41
Shares Held
6.41M
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORS INN.CIRCLE FD III STR

SAMT Quotes by TradingView
  • Ticker SAMT
More about SAMT
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