Beaumont Financial Advisors, LLC Advisors Inn.Circle Fd Iii Str Put Options Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

25

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$23.8 Million
1.65% of portfolio
Envestnet Asset Management Inc

386K
Shares

$11.5 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$9.75 Million
0.02% of portfolio
Triangle Securities Wealth Management

285K
Shares

$8.52 Million
2.09% of portfolio
Aptus Capital Advisors, LLC

258K
Shares

$7.73 Million
0.11% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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