Archford Capital Strategies, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Archford Capital Strategies, LLC
- $592 Million
- Q1 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 168,482 shares of SAMT stock, worth $4.47 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
168,482
Previous 163,479
3.06%
Holding current value
$4.47 Million
Previous $3.77 Million
13.48%
% of portfolio
0.72%
Previous 0.69%
Shares
6 transactions
Others Institutions Holding SAMT
# of Institutions
24Shares Held
3.06MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$21.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE411KShares$10.9 Million0.99% of portfolio
-
Envestnet Asset Management Inc335KShares$8.88 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI323KShares$8.58 Million0.02% of portfolio
-
Triangle Securities Wealth Management282KShares$7.48 Million2.06% of portfolio