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 |
|---|
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.5 Million1.65% of portfolio
-
Envestnet Asset Management Inc386KShares$11.9 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$10 Million0.02% of portfolio
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Triangle Securities Wealth Management285KShares$8.77 Million2.09% of portfolio
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Aptus Capital Advisors, LLC258KShares$7.96 Million0.11% of portfolio