Archford Capital Strategies, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Archford Capital Strategies, LLC
- $717 Million
- Q2 2025
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 210,904 shares of SAMT stock, worth $7.46 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
210,904
Previous 207,910
1.44%
Holding current value
$7.46 Million
Previous $6.07 Million
19.66%
% of portfolio
1.01%
Previous 0.95%
Shares
11 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