Beaumont Financial Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 401,849 shares of SAMT stock, worth $11.2 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
401,849
Previous 400,064
0.45%
Holding current value
$11.2 Million
Previous $10.5 Million
6.51%
% of portfolio
1.01%
Previous 0.95%
Shares
8 transactions
Others Institutions Holding SAMT
# of Institutions
26Shares Held
3.01MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$22.2 Million1.65% of portfolio
-
Envestnet Asset Management Inc362KShares$10.1 Million0.0% of portfolio
-
Triangle Securities Wealth Management285KShares$7.94 Million2.14% of portfolio
-
Aptus Capital Advisors, LLC248KShares$6.91 Million0.12% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI246KShares$6.85 Million0.01% of portfolio