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

No transaction found.

Others Institutions Holding SAMT

# of Institutions

35

Shares Held

4.37M

Call Options Held

0

Put Options Held

0

Beaumont Financial Advisors, LLC Needham, DE

596K
Shares

$20.4 Million
1.53% of portfolio
Envestnet Asset Management Inc

444K
Shares

$15.2 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

378K
Shares

$12.9 Million
0.02% of portfolio
Trilogy Capital Inc.

304K
Shares

$10.4 Million
0.47% of portfolio
Triangle Securities Wealth Management

277K
Shares

$9.47 Million
2.51% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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