Beaumont Financial Partners, LLC Advisors Inn.Circle Fd Iii Str Call Options Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SAMT
# of Institutions
26Shares Held
2.98MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE400KShares$11.1 Million0.95% of portfolio
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Envestnet Asset Management Inc362KShares$10 Million0.0% of portfolio
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Triangle Securities Wealth Management285KShares$7.88 Million2.14% of portfolio
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Aptus Capital Advisors, LLC248KShares$6.86 Million0.12% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI246KShares$6.8 Million0.01% of portfolio