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

Aptus Capital Advisors, LLC

$11.2 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

40

Shares Held

5.43M

Call Options Held

0

Put Options Held

0

Beaumont Financial Advisors, LLC Needham, DE

1.32M
Shares

$46.7 Million
3.97% of portfolio
Beaumont Financial Partners, LLC

797K
Shares

$28.2 Million
1.65% of portfolio
Envestnet Asset Management Inc

496K
Shares

$17.6 Million
0.01% of portfolio
Trilogy Capital Inc.

437K
Shares

$15.4 Million
0.74% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

325K
Shares

$11.5 Million
0.02% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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