Root Financial Partners, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Root Financial Partners, LLC holds 150 shares of SAMT stock, worth $5,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Holding current value

$5,551

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$33.7 - $37.35 $5,055 - $5,602	150 New	150 $5.59 Million

Others Institutions Holding SAMT

# of Institutions

Shares Held

6.41M

Call Options Held

Put Options Held

Beaumont Financial Advisors, LLC Needham, DE

1.26M
Shares

$46.6 Million
3.8% of portfolio
Beaumont Financial Partners, LLC

797K
Shares

$29.5 Million
1.65% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

767K
Shares

$28.4 Million
0.05% of portfolio
Envestnet Asset Management Inc

639K
Shares

$23.6 Million
0.01% of portfolio
Trilogy Capital Inc.

452K
Shares

$16.7 Million
0.78% of portfolio

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Root Financial Partners, LLC Advisors Inn.Circle Fd Iii Str Transaction History