Atria Investments LLC Advisors Inn.Circle Fd Iii Str Transaction History

Atria Investments LLC

$7.93 Billion
Q2 2025

A detailed history of Atria Investments LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Atria Investments LLC holds 7,327 shares of SAMT stock, worth $285,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,327

Holding current value

$285,899

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$27.04 - $34.43 $198,122 - $252,268	7,327 New	7,327 $252,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

5.55M

Call Options Held

Put Options Held

Beaumont Financial Advisors, LLC Needham, DE

1.26M
Shares

$49.1 Million
3.8% of portfolio
Beaumont Financial Partners, LLC

797K
Shares

$31.1 Million
1.65% of portfolio
Envestnet Asset Management Inc

496K
Shares

$19.4 Million
0.01% of portfolio
Trilogy Capital Inc.

452K
Shares

$17.7 Million
0.78% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

325K
Shares

$12.7 Million
0.02% of portfolio

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About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Atria Investments LLC Advisors Inn.Circle Fd Iii Str Transaction History