Providence Capital Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Providence Capital Advisors, LLC
- $470 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SAMT
# of Institutions
32Shares Held
3.5MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$23 Million1.65% of portfolio
-
Envestnet Asset Management Inc406KShares$11.7 Million0.0% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE390KShares$11.2 Million1.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI348KShares$10 Million0.02% of portfolio
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Triangle Securities Wealth Management274KShares$7.91 Million2.14% of portfolio