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

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

32

Shares Held

3.21M

Call Options Held

0

Put Options Held

0

Beaumont Financial Partners, LLC

797K
Shares

$25.9 Million
1.65% of portfolio
Envestnet Asset Management Inc

406K
Shares

$13.2 Million
0.0% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$12.7 Million
1.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

326K
Shares

$10.6 Million
0.02% of portfolio
Triangle Securities Wealth Management

280K
Shares

$9.11 Million
2.18% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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