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

No transaction found.

Others Institutions Holding SAMT

# of Institutions

27

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$12.5 Million
1.0% of portfolio
Envestnet Asset Management Inc

386K
Shares

$12.4 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10.5 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$8.98 Million
2.18% of portfolio
Aptus Capital Advisors, LLC

258K
Shares

$8.29 Million
0.11% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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