Baird Financial Group, Inc. Advisors Inn.Circle Fd Iii Str Put Options Transaction History
Baird Financial Group, Inc.
- $54.4 Billion
- Q2 2025
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding SAMT
# of Institutions
41Shares Held
5.55MCall Options Held
0Put Options Held
0- 
    
      Beaumont Financial Advisors, LLC Needham, DE1.26MShares$49.1 Million3.8% of portfolio
- 
    
      Beaumont Financial Partners, LLC797KShares$31.1 Million1.65% of portfolio
- 
    
      Envestnet Asset Management Inc496KShares$19.4 Million0.01% of portfolio
- 
    
      Trilogy Capital Inc.452KShares$17.7 Million0.78% of portfolio
- 
    
      Archford Capital Strategies, LLC282KShares$11 Million1.4% of portfolio