Credit Suisse Ag Advisors Inn.Circle Fd Iii Str Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$22.22 - $26.98 $207,090 - $251,453	9,320 New	9,320 $212,000

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

$48 Million
3.8% of portfolio
Beaumont Financial Partners, LLC

797K
Shares

$30.4 Million
1.65% of portfolio
Envestnet Asset Management Inc

496K
Shares

$18.9 Million
0.01% of portfolio
Trilogy Capital Inc.

452K
Shares

$17.3 Million
0.78% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

325K
Shares

$12.4 Million
0.02% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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