Beaumont Financial Advisors, LLC Advisors Inn.Circle Fd Iii Str Call Options Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.1 Million1.65% of portfolio
-
Envestnet Asset Management Inc386KShares$11.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.84 Million0.02% of portfolio
-
Triangle Securities Wealth Management285KShares$8.6 Million2.09% of portfolio
-
Aptus Capital Advisors, LLC258KShares$7.8 Million0.11% of portfolio