Archford Capital Strategies, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Archford Capital Strategies, LLC
- $611 Million
- Q2 2024
A detailed history of Archford Capital Strategies, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 173,611 shares of SAMT stock, worth $4.8 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
173,611
Previous 168,482
3.04%
Holding current value
$4.8 Million
Previous $4.28 Million
6.24%
% of portfolio
0.74%
Previous 0.72%
Shares
7 transactions
Others Institutions Holding SAMT
# of Institutions
26Shares Held
2.98MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$22.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE400KShares$11.1 Million0.95% of portfolio
-
Envestnet Asset Management Inc362KShares$10 Million0.0% of portfolio
-
Triangle Securities Wealth Management285KShares$7.89 Million2.14% of portfolio
-
Aptus Capital Advisors, LLC248KShares$6.87 Million0.12% of portfolio