Baird Financial Group, Inc. Advisors Inn.Circle Fd Iii Str Call Options Transaction History

Baird Financial Group, Inc.

$47.6 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

26

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$22.2 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

402K
Shares

$11.2 Million
1.01% of portfolio
Envestnet Asset Management Inc

362K
Shares

$10.1 Million
0.0% of portfolio
Triangle Securities Wealth Management

285K
Shares

$7.94 Million
2.14% of portfolio
Aptus Capital Advisors, LLC

248K
Shares

$6.91 Million
0.12% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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