Beaumont Financial Advisors, LLC Advisors Inn.Circle Fd Iii Str Put Options Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

27

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$25.6 Million
1.65% of portfolio
Envestnet Asset Management Inc

386K
Shares

$12.4 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10.5 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$8.98 Million
2.18% of portfolio
Aptus Capital Advisors, LLC

258K
Shares

$8.29 Million
0.11% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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