Toroso Investments, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Toroso Investments, LLC

$10.8 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$25.22 - $27.75 $246,046 - $270,729	9,756 New	9,756 $270,000

Others Institutions Holding SAMT

# of Institutions

31

Shares Held

3.23M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$23.3 Million
1.65% of portfolio
Envestnet Asset Management Inc

406K
Shares

$11.9 Million
0.0% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$11.4 Million
1.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

348K
Shares

$10.2 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$8.17 Million
2.18% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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