Coldstream Capital Management Inc Advisors Inn.Circle Fd Iii Str Transaction History

Coldstream Capital Management Inc

$5.98 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$28.43 - $33.08 $31,273 - $36,388	1,100 New	1,100 $32,000

Others Institutions Holding SAMT

# of Institutions

41

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Beaumont Financial Advisors, LLC Needham, DE

1.26M
Shares

$49.1 Million
3.8% of portfolio
Beaumont Financial Partners, LLC

797K
Shares

$31.1 Million
1.65% of portfolio
Envestnet Asset Management Inc

496K
Shares

$19.4 Million
0.01% of portfolio
Trilogy Capital Inc.

452K
Shares

$17.7 Million
0.78% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

325K
Shares

$12.7 Million
0.02% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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