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

Beaumont Financial Advisors, LLC

$1.06 Billion
Q1 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

24

Shares Held

3.06M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$21.1 Million
1.65% of portfolio
Envestnet Asset Management Inc

335K
Shares

$8.88 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

323K
Shares

$8.58 Million
0.02% of portfolio
Triangle Securities Wealth Management

282K
Shares

$7.48 Million
2.06% of portfolio
Aptus Capital Advisors, LLC

252K
Shares

$6.68 Million
0.13% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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