Wells Fargo & Company Advisors Inn.Circle Fd Iii Str Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$22.73 - $25.52 $17,433 - $19,573	767 New	767 $19,000
Q1 2023 May 12, 2023	BUY	$21.34 - $23.4 $3,030 - $3,322	142 New	142 $3,000

Others Institutions Holding SAMT

# of Institutions

30

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$25.8 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$12.7 Million
1.0% of portfolio
Envestnet Asset Management Inc

386K
Shares

$12.5 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10.6 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$9.08 Million
2.18% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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