Ci Private Wealth, LLC Advisors Inn.Circle Fd Iii Str Transaction History
Ci Private Wealth, LLC
- $63.6 Billion
- Q1 2024
A detailed history of Ci Private Wealth, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Ci Private Wealth, LLC holds 56,199 shares of SAMT stock, worth $1.49 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56,199
Previous 106,995
47.48%
Holding current value
$1.49 Million
Previous $2.47 Million
42.17%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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