Cambridge Advisors Inc. Advisors Inn.Circle Fd Iii Str Put Options Transaction History
Cambridge Advisors Inc.
- $491 Million
 - Q3 2025
 
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding SAMT
# of Institutions
41Shares Held
5.58MCall Options Held
0Put Options Held
0- 
    
      Beaumont Financial Advisors, LLC Needham, DE1.26MShares$48 Million3.8% of portfolio
 - 
    
      Beaumont Financial Partners, LLC797KShares$30.4 Million1.65% of portfolio
 - 
    
      Envestnet Asset Management Inc496KShares$18.9 Million0.01% of portfolio
 - 
    
      Trilogy Capital Inc.452KShares$17.3 Million0.78% of portfolio
 - 
    
      Baird Financial Group, Inc. Milwaukee, WI325KShares$12.4 Million0.02% of portfolio