Beaumont Financial Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q2 2025
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 1,320,122 shares of SAMT stock, worth $47 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
1,320,122
Previous 596,210
121.42%
Holding current value
$47 Million
Previous $17.4 Million
161.17%
% of portfolio
3.97%
Previous 1.53%
Shares
11 transactions
Others Institutions Holding SAMT
# of Institutions
35Shares Held
5.23MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$28.4 Million1.65% of portfolio
-
Envestnet Asset Management Inc444KShares$15.8 Million0.0% of portfolio
-
Trilogy Capital Inc.437KShares$15.6 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$13.5 Million0.02% of portfolio
-
Triangle Securities Wealth Management277KShares$9.87 Million2.51% of portfolio