Captrust Financial Advisors Advisors Inn.Circle Fd Iii Str Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Captrust Financial Advisors holds 27,720 shares of SAMT stock, worth $837,144. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,720
Previous 31,127
10.95%
Holding current value
$837,144
Previous $814,000
5.53%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SAMT
# of Institutions
25Shares Held
3.14MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$24.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE402KShares$12.1 Million1.01% of portfolio
-
Envestnet Asset Management Inc386KShares$11.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI326KShares$9.84 Million0.02% of portfolio
-
Triangle Securities Wealth Management285KShares$8.6 Million2.09% of portfolio