Ci Private Wealth, LLC Advisors Inn.Circle Fd Iii Str Put Options Transaction History

Ci Private Wealth, LLC

$69.4 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

25

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$24.1 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

402K
Shares

$12.1 Million
1.01% of portfolio
Envestnet Asset Management Inc

386K
Shares

$11.6 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$9.84 Million
0.02% of portfolio
Triangle Securities Wealth Management

285K
Shares

$8.6 Million
2.09% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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