Aptus Capital Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 258,380 shares of SAMT stock, worth $7.89 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
258,380
Previous 248,390
4.02%
Holding current value
$7.89 Million
Previous $6.5 Million
10.31%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.3 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$12.3 Million1.01% of portfolio
-
Envestnet Asset Management Inc386KShares$11.8 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.94 Million0.02% of portfolio
-
Triangle Securities Wealth Management285KShares$8.69 Million2.09% of portfolio