Ci Private Wealth, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Ci Private Wealth, LLC holds 30,930 shares of SAMT stock, worth $854,595. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30,930
Previous 56,199
44.96%
Holding current value
$854,595
Previous $1.43 Million
43.27%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SAMT
# of Institutions
26Shares Held
2.98MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$22 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE400KShares$11.1 Million0.95% of portfolio
-
Envestnet Asset Management Inc362KShares$10 Million0.0% of portfolio
-
Triangle Securities Wealth Management285KShares$7.88 Million2.14% of portfolio
-
Aptus Capital Advisors, LLC248KShares$6.86 Million0.12% of portfolio