Cva Family Office, LLC Advisors Inn.Circle Fd Iii Str Transaction History

Cva Family Office, LLC

$606 Million
Q3 2024

A detailed history of Cva Family Office, LLC transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Cva Family Office, LLC holds 200 shares of SAMT stock, worth $6,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Previous 200 -0.0%

Holding current value

$6,040

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$24.51 - $26.5 $4,902 - $5,300	200 New	200 $5,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.14M

Call Options Held

Put Options Held

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

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Cva Family Office, LLC Advisors Inn.Circle Fd Iii Str Transaction History