D.A. Davidson & Co. Advisors Inn.Circle Fd Iii Str Put Options Transaction History

D.A. Davidson & Co.

$12.2 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SAMT

# of Institutions

35

Shares Held

5.23M

Call Options Held

0

Put Options Held

0

Beaumont Financial Advisors, LLC Needham, DE

1.32M
Shares

$45.9 Million
3.97% of portfolio
Beaumont Financial Partners, LLC

797K
Shares

$27.7 Million
1.65% of portfolio
Envestnet Asset Management Inc

444K
Shares

$15.4 Million
0.0% of portfolio
Trilogy Capital Inc.

437K
Shares

$15.2 Million
0.74% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

378K
Shares

$13.2 Million
0.02% of portfolio

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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