Aptus Capital Advisors, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Aptus Capital Advisors, LLC
- $11.2 Billion
- Q2 2025
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 236,095 shares of SAMT stock, worth $8.35 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
236,095
Previous 262,579
10.09%
Holding current value
$8.35 Million
Previous $7.66 Million
6.05%
% of portfolio
0.07%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding SAMT
# of Institutions
39Shares Held
5.43MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$46.7 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28.2 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$17.6 Million0.01% of portfolio
-
Trilogy Capital Inc.437KShares$15.4 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$11.5 Million0.02% of portfolio