Captrust Financial Advisors Advisors Inn.Circle Fd Iii Str Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 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 29,697 shares of SAMT stock, worth $787,564. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,697
Previous 29,552
0.49%
Holding current value
$787,564
Previous $681,000
10.57%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SAMT
# of Institutions
24Shares Held
3.06MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$21.1 Million1.65% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE411KShares$10.9 Million0.99% of portfolio
-
Envestnet Asset Management Inc335KShares$8.88 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI323KShares$8.58 Million0.02% of portfolio
-
Triangle Securities Wealth Management282KShares$7.48 Million2.06% of portfolio