Aptus Capital Advisors, LLC Advisors Inn.Circle Fd Iii Str Call Options Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

25

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$24.5 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

402K
Shares

$12.4 Million
1.01% of portfolio
Envestnet Asset Management Inc

386K
Shares

$11.9 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10 Million
0.02% of portfolio
Triangle Securities Wealth Management

285K
Shares

$8.77 Million
2.09% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

More about SAMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.