Beaumont Financial Partners, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 796,929 shares of SAMT stock, worth $27.2 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
796,929
Previous 660,229
20.7%
Holding current value
$27.2 Million
Previous $15 Million
14.54%
% of portfolio
1.65%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding SAMT
# of Institutions
35Shares Held
5.09MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$45.1 Million3.97% of portfolio
-
Envestnet Asset Management Inc444KShares$15.2 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$12.9 Million0.02% of portfolio
-
Trilogy Capital Inc.304KShares$10.4 Million0.47% of portfolio
-
Triangle Securities Wealth Management277KShares$9.47 Million2.51% of portfolio