Triangle Securities Wealth Management Advisors Inn.Circle Fd Iii Str Call Options Transaction History

Triangle Securities Wealth Management

$374 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$25.8 Million
1.65% of portfolio
Envestnet Asset Management Inc

406K
Shares

$13.2 Million
0.0% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$12.6 Million
1.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

348K
Shares

$11.3 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

257K
Shares

$8.33 Million
0.08% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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