Beaumont Financial Partners, LLC Advisors Inn.Circle Fd Iii Str Put Options Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SAMT
# of Institutions
26Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE390KShares$12.2 Million1.0% of portfolio
-
Envestnet Asset Management Inc386KShares$12.1 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI326KShares$10.2 Million0.02% of portfolio
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Triangle Securities Wealth Management280KShares$8.78 Million2.18% of portfolio
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Aptus Capital Advisors, LLC258KShares$8.1 Million0.11% of portfolio