Aptus Capital Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Aptus Capital Advisors, LLC
- $4.95 Billion
- Q1 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 251,862 shares of SAMT stock, worth $6.68 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
251,862
Previous 242,459
3.88%
Holding current value
$6.68 Million
Previous $5.59 Million
14.39%
% of portfolio
0.13%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SAMT
# of Institutions
24Shares Held
3.06MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$21.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE411KShares$10.9 Million0.99% of portfolio
-
Envestnet Asset Management Inc335KShares$8.88 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI323KShares$8.58 Million0.02% of portfolio
-
Triangle Securities Wealth Management282KShares$7.48 Million2.06% of portfolio